Running Point Capital Advisors LLC
● SEC registered since 2019CRD 306275SEC# 801-117793El Segundo, CA
Reg. AUM
$745.6M
Employees
9
Accounts
840
Location
El Segundo, CA
Running Point Capital Advisors LLC assets under management
Running Point Capital Advisors LLC is a registered investment adviser overseen by the SEC based in El Segundo, CA. The firm has been registered since 2019. It reports $745.6 million in regulatory assets under management and employs 9 people.
Running Point Capital Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Frederick Schlager Control | Ceo And Cco, Manager | Over 75% | 2019 |
| Michael Ashley Schulman | Chief Investment Officer | 5-10% | 2019 |
Frequently asked questions
How much does Running Point Capital Advisors LLC manage?
Running Point Capital Advisors LLC reports $745.6 million in regulatory assets under management on its Form ADV.
How many employees does Running Point Capital Advisors LLC have?
Running Point Capital Advisors LLC reports 9 employees.
Where is Running Point Capital Advisors LLC located?
Running Point Capital Advisors LLC is based in El Segundo, CA and has been SEC-registered since 2019.
Does Running Point Capital Advisors LLC disclose fund performance?
Running Point Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245 |
| Phone | 424-502-3501 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$745.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$745.6Mregulatory AUM
Discretionary $730.1MNon-discretionary $15.5M