ROI Capital Management

Overview

ROI Capital Management is a Utah-based limited liability company focused on advisory and insurance services for individual clients and small businesses. The firm provides financial planning and portfolio management while also operating as an insurance broker. Ownership is held by an individual principal and the adviser is classified in FINTRX as unclassified rather than as part of a larger capital allocator or related-adviser network. The firm charges fees on a percentage-of-assets basis and also offers hourly billing, suggesting flexibility to serve both ongoing asset-managed relationships and project or planning engagements. FINTRX flags an industry affiliation with real estate brokerage, which may inform how the firm sources or evaluates property-related opportunities for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices