Round Table Financial
47yrs
Top 1% by experience in Little Rock
Round Table Financial
Little Rock, AR. Legal name: Round Table Services, LLC
About the firm
A registered investment advisory firm based in Little Rock, Arkansas. It manages about $45.6 million for roughly 26 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Other fees
Typical client size ?$1.75 million
Assets under management ?$45.6 million
Individual clients26
Median years of experience43
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Advisors at Round Table Financial
3Advisors
43Median years of experience
1States with offices
–Offices
Also known as
Round Table Services, LLC
About Round Table Financial
How do I contact Round Table Financial?
Call the main office at (501) 500-0105. The main office is at 3625 Kavanaugh Blvd. Suite A, Little Rock, AR 72205.
How is Round Table Financial paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask for your total yearly cost in dollars.
What services does Round Table Financial offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers.
How many advisors work at Round Table Financial?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.