Round Table Investment Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Round Table provides discretionary asset management, financial planning, and retirement‑plan advisory services to individuals, trusts, small businesses and plan sponsors. The firm offers continuous portfolio supervision, written financial plans delivered via a proprietary web‑based "Keep It Simple" planning tool, and retirement-plan consulting and fiduciary management services for sponsors and participants.
Its investment approach is market‑oriented and factoraware: Round Table favors broadly diversified mutual funds and ETFs as the building blocks for goal‑based and total‑return portfolios and describes strategic tilts toward value, size, momentum, profitability and trend exposures while controlling trading costs. Portfolios are monitored regularly, may be managed using selected sub‑advisers, and implementation is typically discretionary.
Round Table is notable among peers for its direct affiliation with an accounting practice—an in‑house accountant operates an affiliated CPA firm and the firms routinely refer and coordinate services for shared clients—which is uncommon for supported advisers. The firm also has cross‑firm personnel links (a senior investment professional who also serves as a portfolio manager at an SEC‑registered multi‑family office) and offers non‑investment services such as retirement and career coaching for clients, reflecting a broader service set than many similarly sized advisors.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $800,000: 1.00% annually $800,001 - $1,550,000: 0.85% annually $1,550,001 - $3,050,000: 0.70% annually $3,050,001 - $5,050,000: 0.55% annually $5,050,001 - $10,000,000: 0.25% annually $10,000,001+: 0.10% annually
Retirement coaching sessions at $149 each after the first complimentary session for clients under $1,000,000 AUM
Account minimum: $1,000,000 Minimum fee: Minimum annual advisory fee of $9,700 for clients with less than $1,000,000 AUM, billed quarterly in four equal installments of $2,425 Fee-only: Asset management fees and financial planning services included; no commissions or other product sales compensation received.
Main office
See office2935 Pine Lake Rd. Ste F
Lincoln NE 68512
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Nebraska · Texas · Wisconsin
Also doing business as
Ahlschwede James Philip · Round Table Investment Strategies · Round Table Investment Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nathan D
Series 65
Littleton, CO
Round Table Investment Strategies, LLC
Nathan Dutzmann is a Series 65-licensed advisor with Round Table Investment Strategies, LLC, based in Littleton, CO. He has six years of industry experience and has previously worked at firms including Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. Nathan also owns Functional Financial, LLC, a single-member entity used for his contract work with Torren Management. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its affiliation with an in-house accounting practice and offering non-investment services such as retirement and career coaching.
James A
CFP®, Series 66
Lincoln, NE
Round Table Investment Strategies, LLC
James Ahlschwede is a CFP® with 20 years of industry experience, currently serving at Round Table Investment Strategies, LLC in Lincoln, NE. He has been with Round Table Investment Strategies since 2006 and also worked at Round Table Strategies, LLC from 2016 to 2017. Round Table provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, with portfolios typically managed on a discretionary basis and monitored regularly.
James H
Series 66
Lincoln, NE
Round Table Investment Strategies, LLC
James Hershberger is a financial advisor with Round Table Investment Strategies, LLC in Lincoln, Nebraska. He holds a Series 66 designation and has 11 years of industry experience, all with Round Table. Outside of advisory work, he owns and operates an accounting firm, MJH CPA LLC. Round Table Investment Strategies, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, small businesses, and plan sponsors. The firm employs a market-oriented, factor-aware investment approach using broadly diversified mutual funds and ETFs, and is notable for its direct affiliation with an in-house accounting practice.
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