Runyan Capital Advisors specializes in comprehensive investment and wealth management. We are committed to designing investment portfolios that adhere to the principle “Discipline Makes the Difference,” whereby we work to mutually understand what our clients want to achieve and when they want to achieve it, then we execute a strategic plan to accomplish it.
Building A Strong Reputation
We have built a business reputation that is respected in Beverly Hills, Malibu, and throughout the country, with clients in states from Texas to Florida and Missouri. Our client list includes prominent professionals, business leaders, professional athletes, influential women and high net-worth families. We are also fortunate to work with clients who have been referred to us that we have never met in person.
Runyan Capital Advisors is a leading wealth management team in Beverly Hills, California. Our clients and their financial success are our sole focus and we pride ourselves on tailoring ideal portfolios to meet each of their stated economic objectives.
Wealth accumulation is obviously important; yet we know it is equally, if not more important and rewarding to minimize losses in periods of decline.
In fact, we use Nobel Prize-winning economists Daniel Kahneman and Richard Thaler's research to illustrate these professors’ findings in Behavioral Economics, whereby a unit of gain or loss are not held equal when it comes to investor psyche and investment portfolio returns.
We apply their findings to the portfolio building process and recommend and advise many to accept less risk than they may have otherwise, to prevent and minimize reactionary changes, all of which contribute to our clients having investment success over periods of time.
Our motto, Discipline Makes the Difference, permeates more than just the portfolio; the motto is a literal commitment to our clients and is a key ingredient in helping us secure lifelong client relationships. This means delivering a caliber of excellence in every stage of discovery, planning, implementation, monitoring, and ongoing review.
Chief Executive Manager & Founder
Drive, dedication and unparalleled persistence are the keys to Chief Executive Manager, Jeff Runyan’s nearly two decades of success. At age 35 he launched Runyan Capital Advisors to help his distinguished clientele...
Registered Wealth Management Associate
Sam joined the Runyan Capital Advisors team after moving to Los Angeles from Kansas City. Sam graduated with his bachelor’s degree in Finance from Kansas State University. With his original emphasis being Computer Science, Sam...
Client Acquisition & Marketing Specialist
Connor Brumfield was named to the SEC Academic Honor Roll at the University of Missouri where he graduated with his Bachelor’s degree in General Studies and emphasis in Financial Planning in May of 2019. At the University of...
Wealth Management Executive Assistant
310 882 6496
After moving from London to Los Angeles, Dajana spent years working with top clients in Beverly Hills and Orange County executing large scale events with the highest level of sophistication and attention to detail. She brings the same...