Broker Check

Thinking About the Next Chapter for Your Practice?

Client Centered

My name is Jeff Runyan. I'm an LPL advisor based in Beverly Hills and the founder of Runyan Capital, a boutique wealth management firm serving high-net-worth families across Southern California.

I'm reaching out to fellow LPL advisors who may be thinking about retirement, a lifestyle change, succession planning, or simply a cleaner exit from the business they have spent years building.

If any of that is on your radar — even loosely — I would welcome a confidential conversation.

You have built something that goes far beyond AUM. Your book of business represents trust, history, personal conversations, and the responsibility of guiding families through some of the most important financial decisions of their lives. That is not something to hand off lightly, and I don't take it lightly.

If I am the right fit for your clients, I will do everything in my power to reflect well on you. My goal is not simply to acquire assets — it is to honor the relationships behind them. Your clients should feel that you made an excellent decision on their behalf, that the person you chose is someone who will continue to look after them with the same care and intention you always have. That is the standard I hold myself to.

Because we share the same platform, an LPL-to-LPL transition offers real advantages — for you and for your clients. There is no custodial disruption, no learning curve, and no need to rebuild what is already working. LPL's infrastructure, resources, and investment capabilities remain fully in place. Your clients simply gain a dedicated team with the depth to support them at the highest level, precisely where you left off.

What I can offer is continuity, organization, and a client experience built around long-term planning — backed by one of the most trusted platforms in the industry. When your clients work with Runyan Capital, they are not just landing somewhere new. They are being introduced to the very best partner available to help them continue advancing toward their goals.

You would also be speaking directly with me — not a broker, not an intermediary. I am interested in a real conversation with advisors who want to understand what a thoughtful transition could look like on their terms.

If you are beginning to think about what comes next, you don't need to have everything figured out. A first conversation can simply be a private, low-pressure discussion about your goals, your clients, your timeline, and what kind of outcome would feel right to you.

If you would be open to a confidential 20-minute call, I would be glad to hear from you. You can reach me directly at (310) 882-6496, by email at jeff@runyancapital.com, or through our website below.

I appreciate you taking the time to read this, and I look forward to the possibility of connecting.

Jeff Runyan Founder, Runyan Capital LPL Financial | Beverly Hills, CA

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