Round Table Investment Strategies, LLC

Overview

Round Table Investment Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm also identifies itself as a capital allocator, indicating it places client capital with third-party managers as part of its investment approach. Accounting is listed among its business activities, which suggests the firm incorporates technical financial and tax considerations into its client work. Round Table does not position itself as an ESG investor and is not described as a multi-state adviser. It is not a newly formed adviser and does not report being a pension consultant in the firm-level flags, although pension-related consulting is one of the services offered.

Assets & Accounts

Public Holdings

Investments & Alternatives