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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-23-2017
- Office Locations
- 2
Office Locations
About Round Rock Advisors LLC
Round Rock Advisors is an independent RIA providing comprehensive wealth management and business-owner advisory, spanning financial, tax, retirement, estate and cash-flow planning alongside investment management. The firm also advises on valuation, M&A/exit and succession planning for privately held companies. Portfolios emphasize diversified, allocation-driven implementation with significant ETF usage, and the team supports both wealth advisors and asset managers with operational systems.
Team overview
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Asset Classes
Client Personas
Custodian
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Owner & Executives
BERT THOMAS BOWLER
PRINCIPAL, PRIVATE WEALTH ADVISOR
- CRD
- #2485212
- Ownership
- 50% but less than 75%
CRAIG DAN JENSEN MR.
Chief Compliance Officer, PRIVATE WEALTH ADVISOR
- CRD
- #5766588
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Elaine Votier Biersack
Associate Financial Advisor
- CRD
- #7268012
Allison Costas
--
- CRD
- #8139128
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $906,658,173 | $468,557 |
| Non-Discretionary | $0 | -- |
| Total | $906,658,173 | $468,557 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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