Where are Round Oak Capital LLC employees located globally?

Round Oak Capital LLC has employees across 1 continents and 1 countries including United States Of America.

How has Round Oak Capital LLC's team size changed over time?

Round Oak Capital LLC's team has remained stable from approximately 1 to 1 employees based on available data.

Round Oak Capital LLC Employee Directory

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.

Round Oak Capital LLC Global Highlights

North America
2

United States Of America
2

Round Oak Capital LLC's Leadership

T. S.
Equity Portfolio Manager
Mobile Phone
Email

Round Oak Capital LLC Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Round Oak Capital LLC

Name

Title

Contact Info

Location

Last Update

T. S.
Equity Portfolio Manager
Mobile Phone
Email
United StatesVirginia
May 29, 2026

Frequently Asked Questions

What is Round Oak Capital LLC known for?

Round Oak Capital LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-434-202-****

. Explore Round Oak Capital LLC's company overview page for more information.

What is Round Oak Capital LLC's most common email format?

Round Oak Capital LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Round Oak Capital LLC email formats with LeadIQ.

How many employees does Round Oak Capital LLC have currently?

Round Oak Capital LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Round Oak Capital LLC's key employees and leadership?

As of July 2026, Round Oak Capital LLC's key employees include:

Equity Portfolio Manager: T. S.

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Round Oak Capital LLC Employee Directory

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