# R.O.I.

> R.O.I. is a state-registered investment advisory firm in Lehi, UT, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 116966
- Legal name: Ronald Olson, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116966
- AdvisorCensus page: https://advisorcensus.com/firm/r-o-i-lehi-ut-116966

## Quick answers

**How is R.O.I. compensated?**
On its Form ADV (Item 5.E, October 2026), R.O.I. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is R.O.I. located?**
R.O.I.'s principal office is in Lehi, UT, according to its Form ADV.

**Is R.O.I. registered with the SEC or a state?**
R.O.I. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 116966.

**How much does R.O.I. manage?**
R.O.I. reports $97,000,000 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does R.O.I. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Does R.O.I. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116966

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $97,000,000
- Discretionary: $97,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $58,734,040 |
| High net worth individuals | 38 | $30,539,186 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $6,850,000 |
| Corporations or other businesses not listed above | 1 | $876,774 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- roionweb.com
- Facebook @ROIUtahWealthManager
- LinkedIn @benjamin-olson-9361a812
- LinkedIn @certifiedfinancialplannerutah

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R.O.I. (CRD 116966): Form ADV filing data as of October 2026.