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).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $690,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, VA

Financial Advisors at Round Oak Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas V. Sheehan
CRD#: 2937219
1900 Arlington Blvd, Charlottesville, VA 22903
93
Wealthminder
score

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.

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