ROUND OAK CAPITAL LLC

CRD 139916

969 2ND ST SE, CHARLOTTESVILLE, VA, 22902, United States

Phone

434-295-2000

Fax

917-210-3419

Registration

— (—)

Source

State registered

Total AUM

$23.9M

Discretionary AUM

$23.9M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; NEGOTIATED

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)FAMILY OFFICE SERVICES

Type	Clients	AUM
High net worth individuals	5	$23.5M

Official SEC filing: View on IAPD