Round Table Advisors, LLC

Overview

Round Table Advisors, LLC is a newly registered limited liability company that became SEC-registered in 2026. The firm operates as a registered representative of a broker-dealer and as an insurance broker, and it offers advisory services focused on financial planning and portfolio management for individuals and small businesses. Its stated fee model is a percentage of assets under management. The advisor is not classified as a capital allocator, does not identify as an active ESG investor, and is not set up as a multi-state adviser or pension consultant. The combination of broker-dealer affiliation and insurance brokerage suggests the firm can distribute commissioned products alongside fee-based advisory services, and its client focus is retail and small-business relationships rather than institutional mandates. Being newly formed, the firm’s operational scale and service model may still be developing.

Assets & Accounts

Location & Offices