Broker Check
Jeff M. Runyan

Jeff M. Runyan

Chief Executive Manager & Founder

Drive, dedication, and unparalleled persistence are the keys to Jeff Runyan’s nearly two decades of success as a wealth manager. At age 35, he launched his own boutique firm, Runyan Capital, to help his distinguished clientele in Beverly Hills, SoCal and nationwide. His meaningful relationships with his clients, helps determine their near and long-term financial objectives using thoughtful, thorough planning, evaluation and investment portfolio allocations to provide security, growth and income.

Runyan Capital is a leading wealth management firm in Beverly Hills serving high net-worth individuals, households and businesses throughout the country.  His services include investment management, retirement planning, 529 plans, 401ks, as well as the divisions Invested Woman®, Invested Athlete® and Invested Artists®.

Jeff committed to a career in investment management early on. By way of background, it seemed destined as risk minimization was a regular dinner discussion topic with his father engaged with large-scale insurance companies and his mother managing one of the country's largest credit unions.

His dedication, mindset, and adherence to goal setting are all valuable attributes when it comes to helping his clients meet their near and long-term financial objectives. Jeff and his team at Runyan Capital collectively subscribe to the notion, “Discipline Makes the Difference®,” whereby doing the right things persistently and habitually over  long periods of time, yield the best outcome.  This approach has proven true for him in his business career, as well as in his endurance racing career in triathlons, marathons and swimming. His steadfast nature has served him well in client acquisition, referrals and portfolio management over the past two decades.

Starting his wealth management career in 2001 in Beverly Hills, Jeff has remained very involved within the community. He’s an active member of the Rotary Club of Beverly Hills since 2005, a member of the Chamber of Commerce, a lifetime member of The Friends of Greystone Mansion Beverly Hills, as well as a past participant on Team Beverly Hills, Beverly Hills CERT, among others.

Jeff graduated from the University of Missouri with a Bachelor of Science degree in Consumer & Family Economics and earned his Master of Science in the same program. He resides in Malibu with his wife and two sons.

Education:

  • Master of Science, Consumer & Family Economics, University of Missouri
  • Bachelor of Science, Consumer & Family Economics, University of Missouri
  • Chartered Retirement Planning Counselor® and Accredited Domestic Partnership Advisor®, College for Financial Planning

Involvement:

           

Board Member/ Lifetime Member/ Member: