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ROUND TABLE ADVISORS, LLC

CHATTANOOGA, TN · CRD 343859 · IAPD ↗ · (423) 510-8889

$0Regulatory AUM
7Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
October 2026 — ROUND TABLE ADVISORS, LLC (CHATTANOOGA, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.