Overview
Assets Under Management: $152 million
Headquarters: JOHNSON CITY, TN
High-Net-Worth Clients: 44
Average Client Assets: $2.1 million
Frequently Asked Questions
ROAN CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293119), ROAN CAPITAL PARTNERS is subject to fiduciary duty under federal law.
ROAN CAPITAL PARTNERS is headquartered in JOHNSON CITY, TN.
ROAN CAPITAL PARTNERS serves 44 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, ROAN CAPITAL PARTNERS offers financial planning and portfolio management for individuals. View all service details ↓
ROAN CAPITAL PARTNERS manages $152 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, ROAN CAPITAL PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.48%
Average Client Assets: $2.1 million
Total Client Accounts: 563
Discretionary Accounts: 563
Regulatory Filings
CRD Number: 293119
Filing ID: 2045805
Last Filing Date: 2026-01-28 10:57:00