Round Oak Capital
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
1900 Arlington Blvd # A, Charlottesville...Phone Number
(434) 295-2000Website
www.roundoakcap.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Round Oak Capital
Round Oak Capital is a multi-family office that offers solutions-based investment management, asset management, and financial advisory services. The firm provides a customized and integrated approach to help clients achieve their long-term financial goals, specializing in equities, fixed income, MLPs, and alternatives. As a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), Round Oak Capital prioritizes the best interests of its clients. Their services are tailored for individuals and families seeking comprehensive financial management.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2015
JD
John DodenhoffDirector, Trading and Research, Portfolio Manager, Financial Advisor
<$5M
1-10
Private
-
2004
GB
Gabriella BracagliaChief Compliance Officer & Chief Operating Officer & Investment Advisor & Representative & Manager, Office
Company Profile Activity
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Round Oak Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Round Oak Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Round Oak Capital.
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Round Oak Capital is a multi-family office that offers solutions-based investment management, asset management, and financial advisory services. The firm provides a customized and integrated approach to help clients achieve their long-term financial goals, specializing in equities, fixed income, MLPs, and alternatives. As a fiduciary under the Empl... Read More
