Round Hill Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 30, 2026, reports $271M in regulatory assets under management, 6 employees, and 186 accounts.
Assets Under Management
$271M
Employees
6
Offices
--
Total Clients
186
Primary office
PASADENA, CA
180 S LAKE AVE STE 305, PASADENA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
109
2
HNWI
38.2%
71
3
Pension Plans
2.7%
5
4
Pooled Investment Vehicles
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of March 30, 2026
Discretionary100.0%
$271M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$271M
Total Accounts186
10Y AUM Change+$2M (+0.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.