Roundtable Funding LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
7
0% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
7
Average account size
$0
About
RoundTable Funding provides consulting, financial advisement and construction monitoring specifically for public charter schools, with services aimed at start-up and expanding schools seeking facility financing. Its advisory work includes feasibility studies, structuring and facilitating financings (including USDA and conventional loans and both rated and non‑rated tax‑exempt municipal revenue bonds), and guidance on loan covenants and ongoing disclosure obligations.
RTF acts as a municipal financial advisor registered with the Municipal Securities Rulemaking Board and bases recommendations on analysis of school leadership, enrollment, facility collateral, finance teams, academic results and financial performance. The firm focuses on structuring the financing and the timing of bond issuances to fit each client’s needs, and engagement terms (including payment from costs of issuance) are negotiated and documented in a project‑specific engagement letter.
What distinguishes RTF from many advisory firms is its institutional, municipal focus rather than providing portfolio management or serving individual clients; it does not manage client assets, accept discretionary authority, or advise on purchasing investments. The firm’s combination of municipal advisory registration, hands‑on construction monitoring and feasibility work for public charter schools, and experience with both rated and non‑rated bond structures is uncommon among similarly supported advisers.
Client services
Educational seminars or workshops
Market timing
Security ratings or pricing
Expertise
Business sale tax planning
Business Financial Management
Occupation focus
Government Employee
Founder/Business Owner
Fee options
Separate fees charged for consulting, feasibility studies, and construction monitoring based on resources required; specific amounts negotiated per engagement.
Financial advisory fees are negotiated and range from 0.25% to 2% of the total amount financed, depending on resources, complexity, and negotiation.
Main office location
Roundtable Funding LLC
Horseshoe Bend ID, United States
Number of offices
2
Most active in
Roundtable Funding LLC has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")