R
$271.3M Total AUM
$271.3M Disc. AUM
-1.3% 3Y CAGR
6 Employees
186 ADV. Clients
40 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-1986
- Office Locations
- 1
Office Locations
180 S. Lake Ave. - Ste. 220 Pasadena CA
About Round Hill Asset Management INC
Round Hill Asset Management INC is a Pasadena-based RIA. The firm has been operating for 40 years. Managing $271.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$90.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
27.1 yrs AVG TENURE
6 Employees
3 Advisory Reps
1 RIA Reps
40yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHANNING TURNER LUSHBOUGH
Analyst, Chief Compliance Officer, President, TREASURER
- CRD
- #712314
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,348,002 | $1,458,860 |
| Non-Discretionary | $0 | -- |
| Total | $271,348,002 | $1,458,860 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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