Rowan Financial LLC

Overview

Rowan Financial LLC is an independent RIA that concentrates on individualized financial planning and portfolio management for individuals and families. The firm favors equity-centric portfolios, allocating the bulk of client capital to exchange-traded equities and ETFs while offering fee structures that include a percentage of AUM, hourly fees and fixed fees. Portfolio management looks to be primarily discretionary, with a smaller non-discretionary sleeve, and the firm does not position itself as an ESG-focused allocator. Investment activity centers on public equities as the core risk exposure, complemented by mutual funds and select alternative positions. The firm does not identify as a multi-state or pension consultant adviser and does not act as a capital allocator; instead it works directly with individual and family clients to design and manage portfolios tailored to their goals and risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices