RIA Intel›Advisers›Virginia›ROUND OAK CAPITAL LLC

ROUND OAK CAPITAL LLC

Advisory

CHARLOTTESVILLE, VA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account

$3M

across 8 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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VESTEER WEALTH MANAGEMENT, LLC

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ARDENT WEALTH ADVISORY, LLC

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