Round Rock Advisors LLC

$906.7MAssets under management
as of Jun 2026 · SEC Form ADV
Wilton, CT
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Tech stack

No one at Round Rock Advisors LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Round Rock Advisors LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $284M held · filed Nov 2024
Fidelity
Per Form ADV · $239M held · filed Nov 2024
UBS
Per Form ADV · $75M held · filed Nov 2024