A complete list of active advisors currently associated with ROI Capital Management

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

ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm documents client objectives in an Investment Policy Statement and offers ongoing portfolio monitoring as well as one-time financial plans. The firm uses fundamental analysis and a long-term trading approach, and generally limits investments to real estate funds (including REITs), equities, ETFs (including precious‑metal ETFs), TIPS, commodities, venture capital funds, and private placements. Like many peers it charges asset‑based advisory fees for ongoing management but also offers hourly financial planning — a fee arrangement that is uncommon among similar firms. Notably, the firm’s principal holds insurance and real estate licenses and the brochure discloses that supervised persons may receive commissions for insurance or real estate transactions, creating conflicts of interest that are documented for clients. The firm also requires clients to use a specific custodian/broker-dealer for execution and was newly registered as an investment adviser in October 2024, reporting no assets under management at that time.

To learn more about the advisors currently working at ROI Capital Management, 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.

Name	Location	Years of experience
Michaeljohn Kudlik	St. George, UT	38

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