Roan Capital Partners
Firm details
- Headquarters
- Johnson City, Tennessee
- CRD number
- 293119
- Registered since
- March 2, 2026
- Website
- roancp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI59.48%
- Individuals40.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Roan Capital Partners is an independent, LLC-structured registered investment adviser that began SEC registration in 2026 and is owned by an individual proprietor. The firm focuses on private clients—individuals and families—and provides financial planning alongside portfolio management services tailored for individuals and small businesses. Its client billing mixes asset‑based fees with hourly charges. The adviser is not positioned as a multi‑state or pension consultant, does not identify as an ESG investor, and does not report being a related adviser or a capital allocator. Its business model is primarily wealth management and planning for private clients rather than institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
- US Government Bonds2%
Contacts
3 of 4
Robert Green
Financial AdvisorCRD 4049991
Joy Garland
Managing Partner & Co-FounderCRD 2702796
Jeffrey Kastner
Investment Adviser RepresentativeCRD 5025016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 165Active vs passive
$351M in ETFs
89%
$312M
4%
$39.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $6.5M | 74,351 | 1.86% |
Location
Johnson City, TN
Washington
Location
Johnson City, TN
Headquartered in Johnson City, TN, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Washington
- Address
- 208 Sunset Dr
- Time zone
- CT (UTC-6)
- Office locations
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