SourcingSourcing

RUNNYMEDE CAPITAL ADVISORS, INC.

A75
CRD 128974·SEC 801-122483
AUM
$165.1M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$495K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RUNNYMEDE CAPITAL ADVISORS, INC.
CRD
128974
SEC file #
801-122483
EIN
061710056
DBA names
—

Economics

AUM
$165.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$138.5M → $165.1M▲ +19%
Client mix
Individuals Other38
Individuals High Net Worth16
Charitable Organizations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
runcapadv.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARNOLD, JAMES, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ARNOLD, JAMES, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RUNCAPADV.COM
Rdap Domain Creation Date
2003-09-30T14:11:16Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
6,563
Form 5500 Compensation Trajectory 3y
20266,563
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
6,563
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002054540
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-11
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0002054540-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6719 WINEMACK LOOPDUBLIN, OH 43016
Business
6719 WINEMACK LOOPDUBLIN, OH 43016
Edgar EIN
061710056
Edgar Recent Filings
13F-HR2026-04-14 · 0002054540-26-000002
13F-HR2026-01-21 · 0002054540-26-000001
Firm Has Custody
No
Rdap Domain Expiration Date
2026-11-09T11:59:59Z
Rdap Domain Last Changed
2025-11-10T12:17:04Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1714461
Trust Company Affiliate
No

People (1)

1
ARNOLD, JAMES, THOMAS
IAR · Direct Owner · 87.5%
1714461