Round Table Advisors, LLC: applying for SEC registration, Chattanooga, TN
Round Table Advisors, LLC (Chattanooga, Tennessee): applying for SEC registration, Chattanooga, TN. Dated 51 days ago, it serves as a historical benchmark. Score 70/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 21 related TN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Round Table Advisors, LLC |
| Legal name | Round Table Advisors, LLC |
| CRD | 343859 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-14 |
| Latest Form ADV filing | 2026-08-28 |
| Location | Chattanooga, TN, United States |
| Employees | 13 |
| Website | https://www.linkedin.com/company/round-table-advisors-llc |
| Peer records CSV (22 TN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TN first): Sagepoint Capital Partners LLC · Hcip Advisors, LLC · Rare Capital Management, LLC · Ridgeline Capital Management, LLC · Highland Rim Capital, L.P. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Round Table Advisors, LLC and 22 Tennessee peers
- Tennessee NewRiaPulse records like this one: 22
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Tennessee peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Round Table Advisors, LLC in Chattanooga, Tennessee?
Round Table Advisors, LLC applied for SEC registration as an investment adviser (2026-09-14), based in Chattanooga, TN.
How does Round Table Advisors, LLC compare to other Tennessee NewRiaPulse records?
It is 51 days old; check the official source for later updates before acting. Its Score of 70/100 puts it among the stronger signals in this feed.
Round Table Advisors, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Round Table Advisors, LLC | Chattanooga, TN | 2026-09-14 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.