Stephen Kai-jen Shueh
Investment adviser representative at Roundview Capital, LLC
18 yearsExperience
2 statesRegistered in
$2.1BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Roundview Capital, LLCApr 2008 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Roundview Capital, LLC
$2.1BAssets managed
565Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4332560
- Firm CRD
- 148083