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RUNNING OAK CAPITAL LLC

MINNEAPOLIS, MN · CRD 286656 · IAPD ↗ · runningoak.com · 919-656-3712

$874.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
September 2026 — RUNNING OAK CAPITAL LLC moved its main office from EDINA, MN to MINNEAPOLIS, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
August 2026 — RUNNING OAK CAPITAL LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — RUNNING OAK CAPITAL LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — RUNNING OAK CAPITAL LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — RUNNING OAK CAPITAL LLC reported RAUM up 54% ($533.7M -> $822.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — RUNNING OAK CAPITAL LLC crossed $500M in regulatory AUM ($403.9M -> $533.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.