THE TABLE FINANCIAL PLANNING LLC

The Table Financial Planning LLC is registered with regulatory authorities as an investment advisor (RIA). This means it provides financial planning and investment advice to clients, operating under fiduciary standards. Unlike a single family office, it serves external clients rather than managing proprietary family capital.

Based on available public information, the firm appears focused on financial planning for clients rather than proprietary capital management. There is no public evidence of direct investments in private equity, venture capital, hedge funds, or other alternative asset classes. Its primary activity is advisory, not principal investing.

No named principals are publicly available in credible sources such as the firm's website, regulatory filings, or press coverage. The firm's ownership structure as an LLC may be held by one or more individuals, but those names are not in the public record. Potential clients should request this information directly from the firm.

The firm does not publicly disclose AUM figures. As a registered investment advisor, it may be required to report AUM in regulatory filings (Form ADV), but such disclosures are not typically made publicly accessible for smaller RIAs unless they exceed certain thresholds. The firm's AUM is therefore considered undisclosed.

The firm's legal name and registration suggest a U.S.-based operation, likely serving clients in one or more states. There is no public information indicating international offices or clientele. The firm's focus appears to be domestic, though exact service areas are not specified.