Elizabeth B. Desousa

RUNNING POINT CAPITAL ADVISORS LLC

El Segundo, CA 90245

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CRD#: 4838665

Professional summary

Elizabeth Boles Desousa, CFP®, who also goes by Liz Desousa, is a registered financial advisor currently at RUNNING POINT CAPITAL ADVISORS LLC located in El Segundo, California.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Elizabeth has worked at 4 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Liz Desousa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Non-shareholder Director of spouse-owned engineering firm, Port Design Partners, Inc., located at 2239 Port Carlisle Place, Newport Beach, CA. This is not an investment-related activity that began in September 2016. It does not generate an income and approximately 1 hour per week is spent on this activity none of which is during standard business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Boles Desousa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

November 25, 2020 - Present

RUNNING POINT CAPITAL ADVISORS LLC

Office #1: 101 North Pacific Coast Highway Suite 305, El Segundo, CA 90245

RIA

CRD#: 306275

El Segundo, CA

Past

May 19, 2017 - October 21, 2020

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Newport Beach, CA

Past

June 14, 2011 - October 12, 2017

DUCKWORTH WEALTH ADVISORS, INC.

RIA

CRD#: 108114

NEWPORT BEACH, CA

Past

July 18, 2008 - December 31, 2008

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

COSTA MESA, CA

Past

January 12, 2005 - December 31, 2008

GIRARD SECURITIES, INC.

CRD#: 18697

COSTA MESA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RUNNING POINT CAPITAL ADVISORS LLC

CRD#: 306275 / SEC#: 801-117793

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/25/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/16/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/11/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/2007

General Securities Principal Examination

Current Firm

RUNNING POINT CAPITAL ADVISORS LLC

CRD#: 306275 / SEC#: 801-117793

RIA

Registered Investment Advisory firm - (12/12/2019 Approved)

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Contact information

Main Address

101 North Pacific Coast Highway Suite 305, El Segundo, CA 90245

Mailing Address

Phone number

(424) 502-3501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RPCA ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 656,943,166

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/06/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Elizabeth B. Desousa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Boles Desousa's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

DUCKWORTH WEALTH ADVISORS, INC.

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

Primary Firm SEC Registration

RUNNING POINT CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2005

Series 7

Date: 1/11/2005

Series 24

Date: 1/29/2007

Current Firm

RUNNING POINT CAPITAL ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RUNNING POINT CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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