Round Table Investment Strategies, LLC registers with the SEC (Lincoln, NE)

New SEC-registered adviser · CRD 139492 · 801-137576 · effective 2026-10-22

Effective 2026-10-22. 4 employees (3 advisory), $107M regulatory AUM across 382 accounts. Notice-filed in CA, CO, NE, WI, TX. Limited Liability Company (CO).

Notice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance