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Seth Lawrence Cogswell

Investment adviser representative at Running Oak Capital LLC
14 yearsExperience
2 statesRegistered in
$874.7MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Running Oak Capital LLCJul 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Running Oak Capital LLC

$874.7MAssets managed
1,035Clients
4Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5010120
Firm CRD
286656
Advisor's SEC record (opens in a new tab)
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