# Financial Rounds

Financial Rounds is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://financialrounds.com

## Regulatory record

- **CRD number:** 110384
- **SEC file number:** 801-121351
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110384

## About

FINANCIAL ROUNDS is an SEC-registered investment adviser in Cincinnati, OH, registered since 2021. The firm manages $211 million in assets, with $206 million on a discretionary basis. It has 8 employees and 6 investment advisers.

## Questions

### Who runs investment decisions at Financial Rounds?

No principal has been publicly identified for Financial Rounds. The firm's leadership and investment committee remain undisclosed in any available sources.

### How does the firm source proprietary deal flow?

Its deal sourcing process is not publicly documented. Without known professionals or affiliations, it remains unknown whether the firm relies on internal sourcing, external advisors, or network referrals.

### Is the firm related to any known investment vehicle?

No connections to other named funds, family offices, or institutions have been publicly established for Financial Rounds.

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Last updated: 2026-07-06T01:24:16.598Z

Canonical page: https://altss.com/profile/financial-rounds

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