ROI FINANCIAL

Legal name: ROI FINANCIAL ADVISORS, LLC

CRD 160100File 801-121903

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$264.2M

Below cohort median (national)

Discretionary AUM

$256.7M

Non-discretionary $7.5M

Clients

283

1,518 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 29, 2021
Principal office: 14675 SW MILLIKAN WAY, BEAVERTON, OR, 97003
Phone: 503-941-5925
Website: HTTPS://WWW.FACEBOOK.COM/ROIFINANCIALADVISORSLLC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $264.2M
Discretionary AUM: $256.7M
Non-discretionary AUM: $7.5M
Discretionary accounts: 1,507
Non-discretionary accounts: 11
Total accounts: 1,518
AUM per client: $933K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	80	$205.7M
Pension and profit sharing plans	11	$7.5M
Individuals (other than high net worth individuals)	192	$50.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.