Adviser Profile
| As of Date | 03/04/2026 |
| Registration status | Registration Changed to ROAN CAPITAL PARTNERS, LLC |
| ADV Location | JOHNSON CITY, TN, United States |
| Contact Info | (42 xxxxxxx |
| Websites |
| AUM* | 152,023,601 192% |
| of that, discretionary | 152,023,601 192% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,024 62% |
| % High Net Worth | 13.41% 106% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds