ROUND TABLE INVESTMENT MANAGEMENT, LLC

Overview

Round Table Investment Management, LLC is a small, equity-focused registered advisory firm that manages portfolios for individuals and families, with an emphasis on discretionary portfolio management. The firm favors direct exposure to exchange-traded equities and constructs portfolios that rely heavily on liquid, publicly traded securities rather than complex illiquid strategies. Its advisory model combines percentage-of-AUM and fixed-fee billing, which aligns compensation with asset growth while allowing flexibility for non‑AUM services. Investment activity centers on equity allocations as the primary return driver. The firm appears to employ a mix of exchange-traded products and individual stock positions to implement core market exposure and selective active ideas. Given the firm’s client base and account size, portfolios are likely implemented as separately managed equity sleeves and ETF-centered core portfolios, supplemented with mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices