A complete list of active advisors currently associated with Roundview Capital, LLC

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

Roundview Capital is an independent SEC-registered advisory firm that provides investment advisory and financial planning services to individuals and families as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported managing approximately $2.13 billion in regulatory assets for several hundred clients, with the bulk managed on a discretionary basis, and it also offers retirement-plan consulting and strategic investment counseling. The firm establishes a written Investment Policy Statement for each client and tailors asset allocation to objectives, using fundamental and technical analysis across equities, fixed income, ETFs, and concentrated or model-based portfolios; it also provides tax‑related services and periodic account reporting. Roundview can allocate to unaffiliated sub‑advisers and, in limited circumstances, implement long/short equity strategies that employ margin or other borrowed funds, treats cash as an asset class, and may include margined assets when calculating advisory fees. Noteworthy aspects of Roundview’s brochure include a relatively large amount of assets managed by a small advisory team (resulting in a high AUM‑per‑advisor profile) and a clear focus on pooled retirement plan management and donor‑advised fund advisory alongside individual wealth management. The firm also discloses governance and referral relationships—including a principal’s board role at a publicly traded bank and an in‑office legal referral arrangement—that create potential conflicts clients should consider.

To learn more about the advisors currently working at Roundview 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.