Roslund, John Cabell

Overview

John Cabell Roslund operates an independent, single-advisor RIA as a sole proprietor, serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM fees and hourly fees and delivers advice in a non-discretionary capacity, meaning clients retain final trading authority while the adviser provides recommendations and portfolio guidance. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—rather than concentrated individual stock positions or active direct-management of alternative assets. The adviser does not position the firm as an ESG-focused manager and is not structured as a multi-state or institutional pension consultant. Custody is centralized at Charles Schwab & Co., Inc., which currently holds the firm’s client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices