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Chief Revenue Officer · Running Oak Capital LLC

Theodore J. Gardner

CRD 6175885 · Named on Form ADV at one SEC-registered adviser

At a glance

Running Oak Capital LLC, an SEC-registered wealth manager based in Minneapolis, MN with $875 million in regulatory assets, lists Theodore J. Gardner on its Form ADV as Chief Revenue Officer.

Firms and roles

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Theodore’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Theodore’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.