# Round Table Investment Strategies, LLC: new SEC registration, $107M AUM, Lincoln, NE

**Score:** 75/100

| Field | Value |
|---|---|
| Firm | Round Table Investment Strategies, LLC |
| Legal name | Round Table Investment Strategies, LLC |
| CRD | 139492 |
| Status | Approved |
| Registered with the SEC | 2026-10-22 |
| Latest Form ADV filing | 2026-09-22 |
| Location | Lincoln, NE, United States |
| Regulatory AUM | $106,741,304 |
| Accounts | 382 |
| Employees | 4 |
| Website | https://www.linkedin.com/public-profile/in/jamesahlschwedecfp |

## Why this score
- Registered in the last 60 days.
- $107M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/139492). Last refreshed: 2026-11-04T21:45:24.609Z.
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.