NOBLE INVESTORS LLC
Firm details
- Headquarters
- FREDERICKSBURG, Texas
- CRD number
- 325722
- Custodians
- ALTRUIST FINANCIAL LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Noble Investors LLC is a small, fee‑based advisory firm that manages concentrated, discretionary portfolios for high‑net‑worth individuals and families. The firm shows a clear preference for direct equity exposure: exchange‑traded equities account for the largest share of assets under management and the firm lists portfolio management for individuals and small businesses as its primary advisory activity. Investment approach appears centered on separately managed account equity allocations, complemented by mutual fund positions where appropriate. Fee compensation is taken as a percentage of AUM, and the client base is narrowly focused—suggesting tailored, relationship‑driven service rather than a mass‑market or institutional allocation model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1JAMES ROEDER
CEO & Chief Investment OfficerCRD 2660058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FREDERICKSBURG, TX
GILLESPIE
Location
FREDERICKSBURG, TX
Headquartered in FREDERICKSBURG, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.
- Metro area
- Kerrville-Fredericksburg, TX
- Region
- South
- County
- GILLESPIE
- Address
- 403 W Live Oak St
- Time zone
- CT (UTC-6)
- Office locations
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