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The fee is billed in arrears and requires an account of at least $1,000,000.","source":"RVC BROCHURE, filed 19 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Roundview Capital use?","answer":"Roundview Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.77B and National Financial Services LLC (Boston, MA), with $359M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Roundview Capital have?","answer":"Roundview Capital has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}