# ROUND OAK CAPITAL LLC

ROUND OAK CAPITAL LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 139916
- Type: SEC-registered investment adviser
- Location: 969 2ND ST SE, CHARLOTTESVILLE, VA, 22902
- Phone: 434-295-2000
- Latest filing: 2026-07-24
- Regulatory AUM: $23.9M
- Discretionary AUM: $23.9M
- Clients: 1
- Accounts: 8

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139916/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139916/similar
- Related entities: https://search.stillhousedata.com/firm/139916/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139916

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.