Round Oak Capital LLC Email Format
Investment ManagementVirginia, United States0-1 Employees
Round Oak Capital LLC is an investment management firm offering solutions-based wealth management and investment advisory services. Founded in 2010, it is headquartered in Charlottesville, Virginia, and maintains a presence in New York City. The firm pursues a customized, integrated approach designed to help clients reach their long-term financial objectives. Its offerings include discretionary account management, independent advisory services, and multigenerational planning. It operates with a small team from its Charlottesville headquarters and maintains a presence in New York City.