Rowan Financial LLC

Overview

Rowan Financial LLC is an independent, privately owned registered investment advisory organized as an LLC that serves individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm does not identify as an active ESG investor, is not structured as a capital allocator or related adviser, and is not positioned as a multi-state or pension consultant. Rowan Financial maintains a small operating footprint with multiple office locations and custody relationships concentrated at a major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives