RIA Intel›Advisers›New Hampshire›ROUND TABLE INVESTMENT MANAGEMENT, LLC

ROUND TABLE INVESTMENT MANAGEMENT, LLC

Advisory

WEST LEBANON, NH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in NH

#136

of 141 advisers by AUM

Average account

$2M

across 23 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNH

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

12 clients

8 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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ESTATE PLANNERS OF NEW ENGLAND, LLC

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-1.1% 1Y

NINTAI INVESTMENTS LLC

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SEAPORT FINANCIAL PLANNING, LLC

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