# Roslund, John Cabell

> Roslund, John Cabell is a state-registered investment advisory firm, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 112929
- Filed as: ROSLUND, JOHN CABELL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112929
- AdvisorCensus page: https://advisorcensus.com/firm/roslund-john-cabell-112929

## Quick answers

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

**Is Roslund, John Cabell registered with the SEC or a state?**
Roslund, John Cabell is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112929.

**How much does Roslund, John Cabell manage?**
Roslund, John Cabell reports $44,438,955 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Roslund, John Cabell serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (13).

**Does Roslund, John Cabell 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/112929

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $44,438,955
- Discretionary: $0
- Non-discretionary: $44,438,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,046,254 |
| High net worth individuals | 13 | $34,392,701 |

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roslund, John Cabell (CRD 112929): Form ADV filing data as of October 2026.