Carey S. Roebuck Financial Services, LLC

Overview

Carey S. Roebuck Financial Services, LLC is a small, owner-operated advisory firm that delivers fee-based portfolio management to individual and family clients and small businesses. The firm operates as a capital allocator and makes use of third-party managers when appropriate, reflecting a willingness to outsource specialized sleeves or tactics through the selection of other advisers. Investment activity centers on pooled public vehicles—primarily mutual funds—rather than concentrated single-stock bets, and the firm does not identify as an active ESG investor. The business model emphasizes percentage-of-AUM fees and discretionary portfolio management. That, together with the firm’s stated advisory activities, indicates a multi-sleeve, manager-of-managers approach: building client portfolios from mutual funds and managed account strategies and tapping external advisers for niche exposures or tactical allocations when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices