Round Oak Capital LLC

Round Oak Capital LLC (CRD# 139916) is a financial advisory firm headquartered in Charlottesville, VA. They manage $17,466,154 in 8 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1 Morton Drive, Suite 200, Charlottesville, VA 22903
https://www.linkedin.com/company/round-oak-capital
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,183,269
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX, VA

Financial Advisors at Round Oak Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Sheehan, financial advisor Charlottesville VA
Thomas V. Sheehan
CRD#: 2937219
1 Morton Drive, Suite 200, Charlottesville, VA 22903

Thomas Sheehan (CRD# 2937219) is an Investment Advisor Representative working at Round Oak Capital LLC in Charlottesville, VA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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