Round Oak Capital LLC

Investment Bank/Securities Brokerage - Charlottesville, VA, US

Round Oak Capital LLC Employees

Tom Sheehan

Portfolio Manager & Compliance Officer

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Round Oak Capital LLC Details

Round Oak Capital provides clients solutions-based wealth management and investment advisory services. Founded in 2010, Round Oak Capital ("ROC") is headquartered in Charlottesville, Virginia and also maintains a presence in New York City. We offer our clients a customized and integrated approach to help them achieve their long-term financial objectives: Discretionary Account Management Independent Advisory Services Mutigenerational Planning

Website: roundoakcap.com

Employees: 5 - 9

HQ: 434-295-2000

Location: Charlottesville, VA, US

Revenue: Not Available

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