ROAN CAPITAL PARTNERS

Overview

Roan Capital Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm concentrates on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its billing combines a percentage-of-AUM fee model with hourly charges for advisory and planning work. Investment implementation leans toward liquid, pooled vehicles rather than direct private placements. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Custody and trading activity are executed through a major retail custodian, which aligns with a client base made up primarily of retail and family accounts rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices