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 registered investment adviser that serves individuals and families as well as institutional clients including pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary and limited non‑discretionary portfolio management, financial planning and consulting, retirement-plan advisory services, and periodic strategic investment counseling. Roundview builds tailored Investment Policy Statements with clients and implements strategies across equities, fixed income, mutual funds and ETFs, and where appropriate options and leveraged/inverse products; it emphasizes long‑term, risk‑adjusted, after‑tax returns and may maintain substantial cash positions at times. The firm also manages pooled vehicles—such as ERISA‑qualified retirement plans and donor‑advised funds—and can act as an ERISA Section 3(38) investment manager when engaged, using model portfolios and quarterly drift analysis to guide allocations. Noteworthy features include a relatively large regulatory asset base managed by a small advisory team (over $2.1 billion in AUM with a four‑advisor staff), which is atypical for multi‑team firms. The brochure discloses institutional and governance connections—a firm principal serves on the board of a publicly traded bank, creating documented trading restrictions—and notes recent policy updates addressing cryptocurrency recommendations and limited tax‑preparation and donor‑advised fund services.

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.