# Roan Capital Partners

> Roan Capital Partners is an SEC-registered investment advisory firm in Johnson City, TN, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 293119
- Filed as: ROAN CAPITAL PARTNERS
- Legal name: Roan Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Johnson City, TN
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293119
- AdvisorCensus page: https://advisorcensus.com/firm/roan-capital-partners-johnson-city-tn-293119

## Quick answers

**How is Roan Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Roan Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Roan Capital Partners charge?**
Its Form ADV Part 2A brochure dated August 7, 2026 states: Hourly rate: $200 an hour (Hourly Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Roan Capital Partners located?**
Roan Capital Partners' principal office is in Johnson City, TN, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Roan Capital Partners registered with the SEC or a state?**
Roan Capital Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 293119.

**How much does Roan Capital Partners manage?**
Roan Capital Partners reports $152,023,601 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does Roan Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (284); high net worth individuals (44).

**Which custodians does Roan Capital Partners use?**
Roan Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Roan Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293119

**What changed in Roan Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 7, 2026)

- Hourly rate: $200 an hour (Hourly Financial Planning)

> Hourly Financial Planning is specific to the issue or concern a client may have. (i.e if they’re on track for retirement goals, cash flow planning or balancing saving for retirement/college for children. ) We charge $200 per hour for this type of engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $152,023,601
- Discretionary: $152,023,601
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 284 | $61,598,871 |
| High net worth individuals | 44 | $90,424,730 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Oak Ridge, TN

### Websites listed on Form ADV (Item 1.I)
- roancp.com
- Facebook @category
- LinkedIn @roancapitalpartners

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roan Capital Partners (CRD 293119): Form ADV filing data as of October 2026.