Round Oak Capital LLC
Round Oak Capital LLC (CRD# 139916) is a financial advisory firm headquartered in Charlottesville, VA. They manage $17,466,154 in 8 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$2,183,269
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX, VA
Financial Advisors at Round Oak Capital LLC
1
Thomas Sheehan (CRD# 2937219) is an Investment Advisor Representative working at Round Oak Capital LLC in Charlottesville, VA and has over 25 years of experience in the finance industry.
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