A complete list of active advisors currently associated with Round Table Investment Management, LLC

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

Round Table Investment Management, LLC is a small independent advisory firm that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, other advisors, and business entities, including IRAs and retirement accounts. As of December 31, 2024 the firm reported approximately $53.3 million in discretionary assets under management across a twelve-client base. The firm’s investment process is anchored in fundamental analysis, supplemented with quantitative, qualitative and technical tools, and it allocates among domestic and foreign equities, investment-grade debt, mutual funds, ETFs and closed-end funds. Portfolios emphasize income-producing securities and employ both long-term and shorter-term purchase strategies, with continual monitoring, at least quarterly account reviews, and written reports provided no less than semi-annually. Noteworthy distinctions include a long-standing affiliated accounting practice operated by the firm’s principal, disclosed in the brochure as a potential conflict that the firm says it will not use to solicit advisory clients and that is conducted largely outside market hours. The firm also reports serving a material non-U.S. client segment—an uncommon feature for independent single-advisor firms—while maintaining a discretionary-only engagement model and custodial relationships at Charles Schwab.

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