ROUND TABLE INVESTMENT STRATEGIES, LLC

ROUND TABLE INVESTMENT STRATEGIES, LLC of LINCOLN, NE is an SEC-registered investment adviser (CRD 139492). Regulatory assets under management: $88.7M.

Registration

• CRD: 139492
• Type: Registered investment adviser
• Location: 2935 PINE LAKE RD, LINCOLN, NE, 68516
• Phone: 402-540-4060
• Latest filing: 2026-07-23
• Regulatory AUM: $88.7M
• Discretionary AUM: $88.7M
• Clients: 4
• Accounts: 362

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139492 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search