Round Oak Capital LLC Employee Directory

Q: What is Round Oak Capital LLC known for?

Round Oak Capital LLC was founded in 2010. Round Oak Capital LLC operates in the Investment Management industry.

Q: How many employees does Round Oak Capital LLC have currently?

Round Oak Capital LLC has approximately 2 employees.

Investment ManagementVirginia, United States2-10 Employees

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

Find Round Oak Capital LLC employees' phone numbers or email addresses

Round Oak Capital LLC Global Highlights

North America
2

United States Of America
2

Round Oak Capital LLC's Leadership

T. S.
Portfolio Manager & Compliance Officer
Mobile Phone
Email

Contact profiles from Round Oak Capital LLC

Name

Title

Contact Info

Location

Last Update

T. S.
Portfolio Manager & Compliance Officer
Mobile Phone
Email
United StatesVirginia
Oct 20, 2025

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. The company's main headquarters is located in 1900 Arlington Boulevard, Suite a; 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 2 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Round Oak Capital LLC's key employees include:

Portfolio Manager & Compliance Officer: T. S.

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