Round Oak Capital LLC
Round Oak Capital LLC (CRD# 139916) is a financial advisory firm headquartered in Charlottesville, VA. They manage $11,053,402 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$690,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Thomas Sheehan (CRD# 2937219) is an Investment Advisor Representative working at Round Oak Capital LLC in Charlottesville, VA and has over 18 years of experience in the finance industry.