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Round Table Investment Strategies, LLC

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Client assets under management

$88,170,640

Clients

97

36% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

32

Low

Average account size

$908,976

About

Round Table serves individuals (including high‑net‑worth households), trusts, estates, small businesses, and retirement plans, offering discretionary asset management, financial planning, and both fiduciary and non‑fiduciary retirement‑plan consulting. The firm typically provides continuous portfolio supervision, bundles financial planning with asset management via a proprietary web‑based "Keep It Simple" planning tool, and generally applies a $1,000,000 asset‑management threshold (with some exceptions).

The firm constructs portfolios as goal‑based or total‑return solutions, favoring broadly diversified mutual funds and ETFs and implementing strategic tilts informed by multi‑factor research (value, size, momentum, profitability, investment, and trend) rather than active stock‑picking or market timing. Fixed‑income allocations may emphasize term and credit premia and, for larger portfolios, access to alternative income strategies; Round Table also seeks standing discretionary authority to select and monitor sub‑advisers for portions of client accounts.

Noteworthy differences from many peers include an affiliated accounting practice: a CPA on the advisory team owns a separate accounting firm and the brochure discloses referral arrangements, separate billing, and conflict‑management procedures when clients use those tax/accounting services. The firm also offers non‑investment retirement and executive career coaching provided by a certified coach who is a family member of firm leadership, and it maintains a referral/working relationship with a multi‑family office for ultra‑high‑net‑worth prospects, with relevant conflicts disclosed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Retirement plan services and non-investment advisory-related coaching

Expertise

Annuities Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals

Fee options

Percentage

$0 - $800,000: 1.00% annually $800,001 - $1,550,000: 0.85% annually $1,550,001 - $3,050,000: 0.70% annually $3,050,001 - $5,050,000: 0.55% annually $5,050,001 - $10,050,000: 0.25% annually $10,050,001+: 0.10% annually

Project-based

Retirement coaching sessions at $149 per session after first complimentary session for non-clients; complimentary for clients with $1,000,000+ assets.

Other

Account minimum: $1,000,000 Fee-only: Asset management fees based on tiered percentage of assets under management; financial planning included for clients with $1,000,000+ assets; no separate fee for financial planning.

Main office location

Round Table Investment Strategies, LLC

Centennial CO, United States

Number of offices

3

Most active in

More info

California · Colorado · Nebraska · Texas · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 402-540-4060

Advisors at this firm

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user avatar

Nathan D

Series 65

Centennial, CO

Round Table Investment Strategies, LLC

Nathan Dutzmann is a Series 65-licensed financial advisor with Round Table Investment Strategies, LLC, bringing five years of industry experience. His prior roles include positions at Torren Management, Dimensional Fund Advisors, Aspen Partners, and Quantitative Equity Strategies. He is also the owner of Functional Financial, LLC, a pass-through entity used for his contract work income. Round Table Investment Strategies is a state-registered advisory firm with three advisors managing approximately $77 million for about 100 clients. The firm serves individuals, small businesses, and retirement plans, employing a market-centric, factor-aware investment approach that utilizes broadly diversified mutual funds and ETFs alongside fixed-income and alternative income funds when appropriate.

Annuities Retirement income strategy Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

James A

CFP®, Series 66

Centennial, CO

Round Table Investment Strategies, LLC

James Ahlschwede is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Round Table Investment Strategies since 2006 and briefly worked at Round Table Strategies, LLC. Round Table Investment Strategies is a three-advisor firm managing approximately $77 million for around 100 clients, including individuals, small businesses, and retirement plans. The firm employs a market-centric, factor-aware investment approach using broadly diversified mutual funds and ETFs, with strategic tilts and a combination of goal-based or total-return frameworks.

Annuities Retirement income strategy Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
user avatar

James H

Series 66

Lincoln, NE

Round Table Investment Strategies, LLC

James Hershberger is a financial advisor at Round Table Investment Strategies, LLC in Lincoln, Nebraska, with 10 years of industry experience. He holds the Series 66 designation and has been with Round Table Investment Strategies since 2015. Outside of his advisory role, he owns and operates MJH CPA LLC, an accounting firm. Round Table Investment Strategies is a three-advisor, state-registered firm managing approximately $77 million for around 100 clients. The firm serves individuals, small businesses, and retirement plans, employing a market-centric and factor-aware investment approach using broadly diversified mutual funds and ETFs alongside fixed-income and alternative income funds.

Annuities Retirement income strategy Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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