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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2020
- Office Locations
- 1
Office Locations
About Round Table Financial
Round Table Financial is an independent, fiduciary advisory firm providing relationship-driven financial planning and direct discretionary investment management. The team supports retirement and estate planning and works with business owners and families on tax-aware strategies. Portfolios emphasize ETFs alongside diversified fixed income. Unique: offers an online risk-tolerance quiz to align allocations, with custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Alexander Peyton Golden IV
Chief Compliance Officer, Investment Advisor
- CRD
- #7212856
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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THOMAS NELSON MCCAIN
Investment Advisor Representative
- CRD
- #1130813
ROBERT MUELLER RANDOLPH JR
Investment Advisor Representative
- CRD
- #873529
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,727,226 | -- |
| Non-Discretionary | $3,873,352 | -- |
| Total | $45,600,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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