RIA Intel›Advisers›Nebraska›ROUND TABLE INVESTMENT STRATEGIES, LLC

ROUND TABLE INVESTMENT STRATEGIES, LLC

Advisory

LINCOLN, NE

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in NE

#103

of 134 advisers by AUM

Average account

$245K

across 362 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients97

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, CO, NE, TX, WI

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

97 clients

35 high-net-worth

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

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