# Roundtable Funding LLC

> Roundtable Funding LLC is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated May 1, 2025.

- CRD: 312645
- Filed as: ROUNDTABLE FUNDING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: May 1, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312645
- AdvisorCensus page: https://advisorcensus.com/firm/roundtable-funding-llc-312645

## Quick answers

**How is Roundtable Funding LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Roundtable Funding LLC reports these compensation arrangements: commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Roundtable Funding LLC registered with the SEC or a state?**
Roundtable Funding LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312645.

**What types of clients does Roundtable Funding LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (7).

**Does Roundtable Funding LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312645

## From the Form ADV filing

### Compensation (Item 5.E)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | 7 | $0 |

### Advisory services (Item 5.G)
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- roundtablefunding.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roundtable Funding LLC (CRD 312645): Form ADV filing data as of October 2026.