$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2013
- Office Locations
- 1
Office Locations
969 2ND Street SE Charlottesville VA
About Round OAK Capital LLC
Round Oak Capital is a multi-family office providing solutions-based investment management, asset management, and financial advisory services. Portfolios are customized across equities, fixed income, MLPs, and alternatives, with significant use of ETFs. The firm operates as an ERISA fiduciary and custody is held at Charles Schwab.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS VIETOR SHEEHAN
Chief Compliance Officer, Partner, President
- CRD
- #2937219
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,897,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,897,884 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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