Roundangle Advisors LLC
RoundAngle Advisors LLC is an independent, registered investment adviser based in Red Bank, New Jersey. Founded in 2015, the firm offers comprehensive wealth management, retirement planning, estate planning, business succession planning, and insurance solutions to individuals (including high net worth clients), pension plans, and businesses. As of mid-2025, the firm manages approximately $176.5 million in assets and employs around 3-4 professionals, primarily focused on investment advisory and broker services.
Investment Strategy
RoundAngle Advisors LLC provides personalized financial planning and investment advisory services focused on retirement planning, business succession planning, estate and wealth transfer strategies, Social Security optimization, and insurance coverage. Their investment approach aims to deliver objective fiduciary advice while ensuring portfolios are tailored to meet each client's unique financial goals and risk tolerance. The firm constructs diversified portfolios across equity and fixed income asset classes—frequently utilizing ETFs and index funds—to balance growth potential with downside protection, serving both individual and institutional clients.
Latest 13F Filing Activity
Roundangle Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 59 equity positions with a total 13F market value of $129M. The fund increased holdings in D R Horton Inc., Apple Inc., Ishares Ethereum TR among other positions. Roundangle Advisors LLC reduced exposure to Vanguard Index FDS, Geo Group Inc. New, Agf Invts TR among others.
Top Holdings
Equity Positions (59)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 4.33% | $5.6M | 16,939 | $231.84 | $329.91 | +$735.5K |
G GLD | SPDR GOLD TR | 4.33% | $5.6M | 15,720 | $243.88 | $355.47 | +$805.2K |
I IJH | ISHARES TR | 4.22% | $5.5M | 83,599 | $62.23 | $65.26 | +$176.8K |
A AAPL | APPLE INC | 4.16% | $5.4M | 21,121 | $249.89 | $254.63 | +$983.7K |
V VTV | VANGUARD INDEX FDS | 3.96% | $5.1M | 27,444 | $169.43 | $186.49 | +$215.4K |