$2.1B Total AUM
$2.0B Disc. AUM
-- 3Y CAGR
13 Employees
565 ADV. Clients
17 yrs Firm Age
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
182 Nassau Street Suite 201 Princeton NJ
About Roundview Capital, LLC
Roundview Capital is a Princeton, NJ-based fee-only family office RIA providing coordinated wealth management and planning for families. The firm builds customized programs and manages portfolios with a research-driven, multi-factor investment process. It does not sell products or take commissions; custody includes major platforms such as Schwab and Fidelity.
Team overview
51 AVG AGE
$425.3M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
12.7 yrs AVG TENURE
13 Employees
5 Advisory Reps
5 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
HOWARD TODD ALTER
Advisor, Managing Partner
- CRD
- #2255826
- Ownership
- 25% but less than 50%
Available
Available
Available
STEPHEN KAI-JEN SHUEH
Managing Partner, Partner
- CRD
- #4332560
- Ownership
- 25% but less than 50%
Available
Available
Available
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Nicholas A Shelton
Portfolio Manager
- CRD
- #7271820
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,723,405 | $1,167,283 |
| Non-Discretionary | $125,636,035 | $637,746 |
| Total | $2,126,359,440 | $1,112,695 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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