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ROUND TABLE FINANCIAL
ROUND TABLE SERVICES, LLC
CRD 307113 · SEC 801-118001
3625 KAVANAUGH BLVD., SUITE A, LITTLE ROCK, AR, 72205, United States
Phone
501-500-0105
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.6M
Discretionary AUM
$41.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARES IN THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $10.2M |
| High net worth individuals | 8 | $35.4M |
| Corporations/business entities | 1 | $56K |
All web addresses on file
Official SEC filing: View on IAPD