1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROAN CAPITAL PARTNERS

Map pinJOHNSON CITY, TN
Phone(423) 631-5786
NotebookSEC #801-135438
Total AUM
$152M
Employees
5
Clients
328

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
208 SUNSET DR.
SUITE #504
JOHNSON CITY
TN 37604
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(423) 631-5786
Other Offices
1

ReceiptFinancials

Total AUM
$152M
Accounts
563
Discretionary
$152M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
284
AUM
$61.6M
HNW Individual Clients
44
AUM
$90.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SCTNTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account