Broker Check

Discipline Makes The Difference®

Runyan Capital advisors serve more than:

818

Accounts 

A/O 12.1.25

$0

Jeff Runyan of Runyan Capital serves $361M+ in advisory and brokerage assets through LPL Financial.


A/O 12.1.25

0+

Combined Years of Experience


A/O 12.1.25

Elevated Wealth Management

At Runyan Capital, We Redefine Wealth Management Through Discipline and a Client-Centric Approach

Runyan Capital strives to stand as an independent wealth management firm located in Beverly Hills, California. With an unwavering dedication to our clients' financial success, we specialize in crafting customized portfolios tailored to their specific economic objectives.

While wealth accumulation is undeniably crucial, we understand that minimizing losses during periods of decline is equally, if not more, important and rewarding. Drawing on the groundbreaking research of Nobel Prize-winning economists Daniel Kahneman and Richard Thaler in Behavioral Economics, we incorporate their findings into our portfolio building process.

By acknowledging the unequal psychological impact of gains and losses on investors, we advise our clients to embrace a lower level of risk than they might have initially considered. This proactive approach helps curtail reactionary changes and contributes to our clients' long-term investment goals.

Our commitment to our clients is our motto, "Discipline Makes the Difference®." This guiding principle extends beyond portfolio management and serves as a testament to our goal to deliver excellence throughout every stage of our partnership. From the initial discovery and planning phases to implementation, monitoring, and ongoing review, we aim to ensure that our clients receive unparalleled service and seek to forge lifelong relationships built on trust.

At Runyan Capital, we seek to redefine wealth management by blending the power of discipline with a client-centric approach, while striving to provide our clients with an elevated wealth management experience.


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Why Runyan Capital?

Fiduciary Clarity


Independent, professional advice—always acting in your best interest.

Holistic Approach


Your wealth, goals, family, and purpose—aligned through an integrated strategy.

Experienced Perspective


Decades of insight navigating markets, transitions, and milestones with confidence.

Generational Focus


Plans built to endure—preserving family values and wealth across generations.

Generational Wealth Planning Resources

Client Centered

Did you know that most family wealth disappears within just three generations?

At Runyan Capital, we believe Discipline Makes the Difference®—and that includes the discipline to plan, educate, and communicate across generations.

Our free eBook, Exploring Generational Wealth, offers a thoughtful and strategic guide to preserving your wealth while preparing your heirs for the future. To download your copy, click below.

Wealth Management Advisory Team

Jeff M. Runyan

Chief Executive Founder & Owner

(310) 882-6496

jeff@runyancapital.com

Strive to unlock the potential of your wealth with Jeff Runyan, CEO of Runyan Capital, a professional wealth management firm located in Beverly Hills. Jeff specializes in structuring and overseeing high-net-worth investment portfolios,...
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Sam M. Aamot

Strategic Partnerships Director

(310) 882-6496

sam@runyancapital.com

As a skilled Strategic Partnerships Director, Sam Aamot brings industry experience and technical expertise, making him the perfect complement to our esteemed wealth management team at Runyan Capital. With over 12 years of...

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Jenni Runyan

Chief Operating Officer

(310) 882-6496

jenni@runyancapital.com

Jenni Runyan is a dynamic and accomplished professional, serving as the Chief Operating Officer (COO) at Runyan Capital. With a proven track record of leading successful...

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Joey Licht

Client Services Associate

310-882-6496

joey@runyancapital.com

As a Client Services Associate with Runyan Capital in Beverly Hills, Joey Licht draws on a versatile background demonstrating commitment to excellence in client care. With his academic foundation in communications, research, and...
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