Round Oak Capital

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Description

  • 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 ManagementIndependent Advisory ServicesMutigenerational Planning
  • location

    Headquarters:1900 Arlington Boulevard Suite A, Charlottesville, Virginia, United States

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  • Round Oak Capital phone

    Phone Number: +1 434-295-1003

  • Round Oak Capital website

    Website: https://www.roundoakcap.com

  • Round Oak Capital employees

    Employees:1

  • Round Oak Capital revenue

    Revenue:$1 - 10M

  • Round Oak Capital legal name

    Legal Name:Round Oak Capital

  • Round Oak Capital's Social Media

    Round Oak Capital linkedin
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  • |  NAICS Code: 561499  |

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Person level website identification

Portfolio Manager And Compliance Officer for Round Oak Capital

Tom Sheehan

Portfolio Manager And Compliance Officer

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Tom Sheehan

Portfolio Manager And Compliance Officer

Frequently Asked Questions regarding Round Oak Capital

  • Where are Round Oak Capital's Headquarters?

    Round Oak Capital's Headquarters are in 1900 Arlington Boulevard Suite A,Charlottesville,Virginia,United States

  • What is Round Oak Capital's phone number?

    Round Oak Capital's phone number is +1 434-295-1003

  • What is Round Oak Capital's official website?

    Round Oak Capital's official website is https://www.roundoakcap.com

  • What is Round Oak Capital's Revenue?

    Round Oak Capital's revenue is $1 - 10M

  • What is Round Oak Capital's NAICS code?

    Round Oak Capital's NAICS code is 561499

  • How many employees are working in Round Oak Capital

    Round Oak Capital has 1 employees

  • What is Round Oak Capital's Industry?

    Round Oak Capital is in the industry of Investment Management

  • Who is Round Oak Capital's Portfolio Manager And Compliance Officer?

    Round Oak Capital's Portfolio Manager And Compliance Officer is Tom Sheehan

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