Roundangle Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Red Bank, NJ. Its latest Form ADV filing, dated March 18, 2026, reports $216M in regulatory assets under management, 3 employees, and 170 accounts.
Assets Under Management
$216M
Employees
3
Offices
--
Total Clients
170
Primary office
RED BANK, NJ
1 HARDING ROAD, SUITE 206, RED BANK, NJ, United States
Top client segmentIndividuals represent 54.7% of total clients.
Top client categories% of clientsClients
1
Individuals
54.7%
93
2
HNWI
37.6%
64
3
Corporations
5.3%
9
4
Pension Plans
2.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of March 18, 2026
Discretionary96.1%
$207M
96% of total RAUM96.1%
Non-discretionary3.9%
$8M
4% of total RAUM3.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$216M
Total Accounts170
10Y AUM Change+$126M (+141.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change-4 (-57.1%)
* 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.