# Round Table Advisors, LLC

> Round Table Advisors, LLC is an SEC-registered investment advisory firm in Chattanooga, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 343859
- Filed as: ROUND TABLE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Chattanooga, TN
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343859
- AdvisorCensus page: https://advisorcensus.com/firm/round-table-advisors-llc-chattanooga-tn-343859

## Quick answers

**How is Round Table Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Round Table Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Round Table Advisors, LLC located?**
Round Table Advisors, LLC's principal office is in Chattanooga, TN, according to its Form ADV.

**Is Round Table Advisors, LLC registered with the SEC or a state?**
Round Table Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343859.

**How much does Round Table Advisors, LLC manage?**
Round Table Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 28, 2026.

**Does Round Table Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343859

**What changed in Round Table Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @round-table-advisors-llc

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Round Table Advisors, LLC (CRD 343859): Form ADV filing data as of October 2026.