Overview
- Headquarters
- Johnson City, TN
- Total Firm Assets
- $152 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: FORM ADV PART 2A (2026-08-07)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|
| $0 |
$2,000,000
|
1.20%
|
| $2,000,001 |
and above
|
1.00%
|
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|
| $1 million |
$12,000 |
1.20% |
| $5 million |
$54,000 |
1.08% |
| $10 million |
$104,000 |
1.04% |
| $50 million |
$504,000 |
1.01% |
| $100 million |
$1,004,000 |
1.00% |
Actual fees may vary; other investment costs may apply.
- High-Net-Worth Share of Firm Assets
- 59.48%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 563
- Discretionary Accounts
- 563
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 293119
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
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 August 7, 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 August 7, 2026.
According to their SEC Form ADV, Roan Capital Partners serves high-net-worth individuals. View client details ↓