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ROAN CAPITAL PARTNERS

JOHNSON CITY, TN · CRD 293119 · IAPD ↗ · roancp.com · (423) 631-5786

$152.0MRegulatory AUM
4Advisory reps
5Employees
5Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ROAN CAPITAL PARTNERS (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.