Round Oak Capital LLC
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 139916
- Website
- roundoakcap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.52%
- Individuals1.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Round Oak Capital LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm acts as a capital allocator for a small base of individual and family clients, offering portfolio management services for individuals and small businesses. Compensation is by a percentage of assets under management and by hourly charges. The adviser is not positioned as an active ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Thomas Sheehan
Founding PartnerCRD 2937219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 969 2nd St Se
- Time zone
- ET (UTC-5)
- Office locations
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