A complete list of active advisors currently associated with Round Table Financial

Warmer can help you find a great advisor at Round Table Financial or one who fits your needs even better.

Round Table Financial is a registered investment adviser that serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management, financial planning and consulting, and may recommend or monitor third‑party sub‑advisers and model portfolios. The firm tailors advice to clients’ objectives and conducts ongoing monitoring and rebalancing, employing a mix of fundamental, technical, cyclical, and relative‑strength analysis. Its strategies may include use of margin and derivatives (including futures and options) and allocations across mutual funds, ETFs, private funds, and other alternative investments depending on client needs. Noteworthy aspects disclosed in the brochure include that the firm operates as a licensed insurance agency with dually licensed representatives who may earn commission‑based compensation for insurance sales, and that it treats cash equivalents and margin balances as part of assets under management for fee calculation — practices that can create potential conflicts of interest. The firm maintains a small client base with institutional custodial relationships and negotiable advisory arrangements, and principals undertake other financial activities such as real estate and mortgage services that are disclosed to clients.

To learn more about the advisors currently working at Round Table Financial, 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.