JOHNSON CITY, TNCRD 293119Latest ADV January 28, 2026
Roan Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johnson City, TN. Its latest Form ADV filing, dated January 28, 2026, reports $152M in regulatory assets under management, 5 employees, 1 office, and 563 accounts.
Assets Under Management
$152M
Employees
5
Offices
1 office
Total Clients
328
Primary office
JOHNSON CITY, TN
208 SUNSET DR., SUITE #504, JOHNSON CITY, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
284
2
HNWI
13.4%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152Mas of January 28, 2026
Discretionary100.0%
$152M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152M
Total Accounts563
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee66:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.