ROAN CAPITAL PARTNERS

Legal name: ROAN CAPITAL PARTNERS, LLC

CRD 293119File 801-135438

APPROVED

Retail clients

Filing as of Aug 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$152.0M

Bottom 25% of cohort (national)

Discretionary AUM

$152.0M

Clients

328

563 accounts

Employees

Bottom 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 2, 2026
Principal office: 208 SUNSET DR., SUITE #504, JOHNSON CITY, TN, 37604
Phone: (423) 631-5786
Website: HTTP://WWW.ROANCP.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $152.0M
Discretionary AUM: $152.0M
Non-discretionary AUM: $0
Discretionary accounts: 563
Non-discretionary accounts: 0
Total accounts: 563
AUM per client: $463K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	44	$90.4M
Individuals (other than high net worth individuals)	284	$61.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.