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ROAN CAPITAL PARTNERS
ROAN CAPITAL PARTNERS, LLC
CRD 293119 · SEC 801-135438
208 SUNSET DR., SUITE #504, JOHNSON CITY, TN, 37604, United States
Phone
(423) 631-5786
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$152.0M
Discretionary AUM
$152.0M
Team
5 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 284 | $61.6M |
| High net worth individuals | 44 | $90.4M |
All web addresses on file
Official SEC filing: View on IAPD