A complete list of active advisors currently associated with Roan Capital Partners

Warmer can help you find a great advisor at Roan Capital Partners or one who fits your needs even better.

Roan Capital Partners serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning, including retirement, estate, tax, college savings, and business‑planning services. As of December 2025 the firm reports about $152 million in discretionary assets across roughly 328 client relationships. The firm primarily implements passive investment strategies built with index mutual funds and ETFs while also employing fundamental, technical, cyclical and charting analysis when conducting investment analyses and setting asset allocation targets. Account supervision is guided by client‑specific Investment Policy Statements; RCP accepts reasonable client‑imposed restrictions and generally manages accounts on a discretionary basis. Noteworthy aspects include a recent, disclosed transition from state registration to SEC registration and the firm’s use of Charles Schwab’s institutional custody and trading platform, through which it receives research and technology benefits. RCP reports no related‑party affiliations or third‑party product compensation, and provides both ongoing portfolio management and separate planning engagements such as business and employee‑benefits consulting.

To learn more about the advisors currently working at Roan Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.