Roan Capital Partners

EST. AUM
$152,023,601

CONTACTS

CLIENT ACCOUNTS
563

Firm Details

Metro area Knoxville
CRD Number 293119
Website roancp.com
Client types

Overview

Roan Capital Partners is a fee-only, fiduciary financial advisory firm headquartered in Johnson City, Tennessee. Founded in 2018, the firm provides wealth management, retirement planning, and investment management services primarily to families in East Tennessee. The firm's approach focuses on customized portfolio construction, continuous monitoring, and conflict-free advice.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Roan Capital Partners

Platform Details

Investment Preferences

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Address

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