Run Free Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Run Free Capital is a California-registered investment adviser that offers financial planning and ongoing investment supervisory services to individual households, including portfolio construction across mutual funds, ETFs, equities, fixed income, REITs, real assets, and insurance products. The firm charges asset-based (percentage-of-assets) advisory fees and does not participate in wrap fee programs.
The firm describes an investment approach grounded in long-term, buy-and-hold strategies informed by academic research, while also employing fundamental, technical, and cyclical analysis and occasional short-term trading; it typically acts on a discretionary basis and requires clients to custody assets with a specific qualified custodian. Accounts are monitored regularly with periodic reviews and annual updates to financial planning recommendations when supervisory services are provided.
What is distinctive about the firm is its profile as a newly formed, single-owner advisor that reported approximately $0 in regulatory assets under management and no clients as of December 31, 2025, which is atypical for firms in the investment-manager category. The owner’s background combines prior options trading/financial engineering experience, an MBA, and non‑investment roles including healthcare and ongoing real estate business activities, a blend of experience the brochure identifies as part of the firm’s professional profile.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Tax-loss harvesting
Real estate investing
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
Fee options
$0 - $500,000: 2% $500,001+: 0.5%
Fee-only: Annual asset-based fees of 2% on first $500,000 and 0.5% on assets over $500,000; fees may be negotiated
Main office location
Run Free Capital LLC
4857 Cornflower St
San Ramon CA 94582, United States
Number of offices
1
Most active in
Run Free Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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