ROUND OAK CAPITAL LLC

ROUND OAK CAPITAL LLC of CHARLOTTESVILLE, VA is an SEC-registered investment adviser (CRD 139916). Regulatory assets under management: $23.9M.

Registration

• CRD: 139916
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139916 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search