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
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts8ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX, VA
Financial Advisors at Round Oak Capital LLC
1
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.
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