A complete list of active advisors currently associated with Roath Capital Advisory

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

Roath Capital Advisory is a newly organized, state-registered investment adviser that intends to serve individuals (including high‑net‑worth and married couples), trusts, estates, businesses and charitable organizations. The firm offers written financial planning, investment management on either a discretionary or non‑discretionary basis, corporate financial strategy consulting, and advice regarding assets held away from the firm. The firm organizes planning and portfolio recommendations around the purpose a client assigns to capital and emphasizes long‑term capital accumulation; portfolios are constructed individually rather than from model allocations and may be concentrated when the firm judges the risk‑return profile warranted. Planning is offered in fixed‑fee, tiered engagements and is supplemented by hourly consulting and asset‑based management, with non‑discretionary tiers leaving execution authority with the client. Noteworthy for a firm with no active advisors, Roath Capital combines formal written financial plans sold as fixed‑fee tiers with the availability of hourly consulting, and it explicitly serves both individual and legal‑entity clients (including businesses and charitable organizations). The firm does not sponsor private funds or charge performance‑based fees and, as it begins state registration, has no clients or regulatory assets under management.

To learn more about the advisors currently working at Roath Capital Advisory, 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.