A complete list of active advisors currently associated with Round Oak Capital LLC

Warmer can help you find a great advisor at Round Oak Capital LLC or one who fits your needs even better.

Round Oak Capital provides discretionary portfolio and wealth management to individuals, families, trusts and businesses. In addition to in-house portfolio management — including investment selection, performance oversight and rebalancing — the firm offers supplemental performance reporting, introductions to alternative investments and a range of family-office services such as real estate advisory and administrative support. The firm emphasizes a fundamentals-driven investment process and employs both long- and short-term strategies across equities, fixed income, ETFs, mutual and index funds, and selected alternative investments, with asset allocation tailored to each client’s objectives and risk profile. Accounts are managed on a discretionary basis, with formal quarterly reviews and monthly custodian reporting. Round Oak manages roughly $23.9 million in discretionary assets for a very small client roster, reflecting a concentrated, higher‑net‑worth focus that is less common among independent advisers that typically serve broader retail client bases. It also routinely offers family‑office style mandates and standalone consulting engagements — including hourly consulting and introductions to hedge and private equity opportunities offered regardless of whether the recipient is an investment-advisory client — features that distinguish its service set relative to peers of similar scale.

To learn more about the advisors currently working at Round Oak Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.