Roan Capital Partners
Firm details
- Headquarters
- Johnson City, Tennessee
- CRD number
- 293119
- Registered since
- March 2, 2026
- Website
- roancp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI59.48%
- Individuals40.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Roan Capital Partners is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm is owned by an individual and serves primarily individual and family clients, plus some small-business relationships. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of a percentage-of-assets under management and hourly charges. Roan Capital does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a capital allocator to external managers according to the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Contacts
3 of 4Jeffrey Kastner
Investment Adviser RepresentativeCRD 5025016
Joy Garland
Managing Partner & Co-FounderCRD 2702796
Rebekah Taylor Burton
Senior AdvisorCRD 5020517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$178M in ETFs
88%
$157M
4%
$21.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $6.5M | 74,351 | 3.66% |
Location
Johnson City, TN
Washington
Location
Johnson City, TN
Headquartered in Johnson City, TN, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 208 Sunset Dr
- Time zone
- CT (UTC-6)
- Office locations
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