Runnymede Capital Advisors, Inc.
- Regulatory AUM
- $165M
- Discretionary
- $165M
- Clients
- 55
- Avg AUM / client
- $3.0M
- Accounts
- 170
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Investments (13F portfolio — 75 positions, $116,446,377)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Proshares Ultra Technology | UIT EXCHANGE TRADED | $11,974,189 | 152,732 | 10.3% | 7.25% |
| 2 | Invesco Qqq Tr | UIT EXCHANGE TRADED | $7,820,238 | 13,549 | 6.72% | 4.74% |
| 3 | Micron Technology Inc | COMMON STOCK | $7,291,939 | 21,584 | 6.26% | 4.42% |
| 4 | Nvidia Corp | COMMON STOCK | $7,146,336 | 40,377 | 6.14% | 4.33% |
| 5 | Alphabet Inc | COMMON STOCK | $6,703,311 | 23,311 | 5.76% | 4.06% |
| 6 | Amazon.Com Inc | COMMON STOCK | $6,677,553 | 32,062 | 5.73% | 4.05% |
| 7 | Apple Inc | COMMON STOCK | $6,261,507 | 24,672 | 5.38% | 3.79% |
| 8 | Microsoft Corp | COMMON STOCK | $5,651,015 | 15,266 | 4.85% | 3.42% |
| 9 | Ishares U.S. Technology Etf | UIT EXCHANGE TRADED | $5,252,109 | 28,950 | 4.51% | 3.18% |
| 10 | Lam Resh Corp | COMMON STOCK | $4,860,765 | 22,750 | 4.17% | 2.94% |
| 11 | Ishares S&P 100 Etf | UIT EXCHANGE TRADED | $3,622,181 | 11,388 | 3.11% | 2.19% |
| 12 | Marathon Pete Corp | COMMON STOCK | $3,460,763 | 14,173 | 2.97% | 2.1% |
| 13 | Palo Alto Networks Inc | COMMON STOCK | $3,152,212 | 19,662 | 2.71% | 1.91% |
| 14 | Blackstone Inc | COMMON STOCK | $2,239,200 | 19,473 | 1.92% | 1.36% |
| 15 | Alphabet Inc | COMMON STOCK | $1,606,416 | 5,600 | 1.38% | 0.97% |
| 16 | Ishares Russell 2000 Etf | UIT EXCHANGE TRADED | $1,418,808 | 5,721 | 1.22% | 0.86% |
| 17 | State Street Consumer Discretionary Select Sector Spdr Etf | UIT EXCHANGE TRADED | $1,418,048 | 13,012 | 1.22% | 0.86% |
| 18 | Ishares Msci Usa Momentum Factor Etf | UIT EXCHANGE TRADED | $1,238,348 | 5,160 | 1.06% | 0.75% |
| 19 | State Street Spdr S&P Midcap 400 Etf Trust | UIT EXCHANGE TRADED | $1,188,497 | 1,927 | 1.02% | 0.72% |
| 20 | Kkr & Co Inc | COMMON STOCK | $1,175,583 | 12,709 | 1.01% | 0.71% |
| 21 | Ishares Expanded Tech Software Sector Etf | UIT EXCHANGE TRADED | $1,117,738 | 13,963 | 0.96% | 0.68% |
| 22 | Vaneck Semiconductor Etf | UIT EXCHANGE TRADED | $1,094,241 | 2,854 | 0.94% | 0.66% |
| 23 | Mastercard Inc | COMMON STOCK | $971,339 | 1,944 | 0.83% | 0.59% |
| 24 | Putnam Focused Large Capvalue Etf | UIT EXCHANGE TRADED | $947,210 | 20,414 | 0.81% | 0.57% |
| 25 | Visa Inc | COMMON STOCK | $922,739 | 3,053 | 0.79% | 0.56% |
Top 25 of 75 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $29.0M | 17.6% |
| High net worth individuals | 16 | $136M | 82.2% |
| Charitable organizations | 1 | $282K | 0.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Thomas Arnold | President/Chief Compliance Officer | Sep 2003 (23y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan | Vorys, Sater, Seymour And Pease Llp | 708 | $436M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $164M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗