Round Oak Capital LLC
Round Oak Capital LLC (CRD# 139916) is a financial advisory firm headquartered in Charlottesville, VA. They manage $10,792,502 in 15 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$719,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NY, TX, VA
Thomas Sheehan (CRD# 2937219) is an Investment Advisor Representative working at Round Oak Capital LLC in Charlottesville, VA and has over 19 years of experience in the finance industry.