NOBLE INVESTORS LLC

RIASEC Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$524K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
FREDERICKSBURG, Texas
CRD number
325722
Custodians
ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Noble Investors LLC is a small, fee‑based advisory firm that manages concentrated, discretionary portfolios for high‑net‑worth individuals and families. The firm shows a clear preference for direct equity exposure: exchange‑traded equities account for the largest share of assets under management and the firm lists portfolio management for individuals and small businesses as its primary advisory activity. Investment approach appears centered on separately managed account equity allocations, complemented by mutual fund positions where appropriate. Fee compensation is taken as a percentage of AUM, and the client base is narrowly focused—suggesting tailored, relationship‑driven service rather than a mass‑market or institutional allocation model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 26%, Cash & Cash Equivalents 5%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds26%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • JAMES ROEDER

    CEO & Chief Investment OfficerCRD 2660058

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FREDERICKSBURG, TX

GILLESPIE

Location

FREDERICKSBURG, TX

Headquartered in FREDERICKSBURG, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.

Metro area
Kerrville-Fredericksburg, TX
Region
South
County
GILLESPIE
Address
403 W Live Oak St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth