Michael A. Schulman
Professional summary
Michael Ashley Schulman, CFA, who also goes by Michael Ashley, is a registered financial advisor currently at RUNNING POINT CAPITAL ADVISORS LLC located in El Segundo, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ashley Schulman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2020 - Present
RUNNING POINT CAPITAL ADVISORS LLC
Office #1: 101 North Pacific Coast Highway, Suite 305, El Segundo, CA 90245September 28, 2016 - August 6, 2019
HOLLENCREST CAPITAL MANAGEMENT, LLC
July 31, 2015 - June 18, 2019
DOUBLE EAGLE PARTNERS
February 3, 2006 - January 2, 2018
HOLLENCREST CAPITAL MANAGEMENT, LLC
Primary Firm SEC Registration
RUNNING POINT CAPITAL ADVISORS LLC
CRD#: 306275 / SEC#: 801-117793
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2020)
Exams
Current Firm
RUNNING POINT CAPITAL ADVISORS LLC
CRD#: 306275 / SEC#: 801-117793
Contact information
SEC notice filing (4 States and Territories)
Documents
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 | ||
| 11/06/2024 |
Red Flags
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