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Roan Capital Partners Employee Directory

Financial ServicesTennessee, United States2-10 Employees

Roan Capital Partners is a fee-only fiduciary financial services firm offering personalized financial planning and investment management to individuals, families, and business owners. The firm focuses on helping clients build, grow, and protect wealth, emphasizing a client-centered approach to managing finances. Based in the Tri-Cities area with additional presence in Oak Ridge, Tennessee, the company positions itself within the financial services industry as a trusted advisor prioritizing fiduciary responsibility and tailored guidance. The organization operates from a small professional team serving the local market, providing services that address planning, asset management, and wealth preservation needs for its client base.

Find Roan Capital Partners employees' phone numbers or email addresses

Roan Capital Partners Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Roan Capital Partners's Leadership

  • Stylized image of a person
    P. F.
    Director Of Operations

Roan Capital Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Accounting

Contact profiles from Roan Capital Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    P. F.
    Director Of Operations
    Oct 18, 2024

Frequently Asked Questions

What is Roan Capital Partners known for?

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Roan Capital Partners was founded in 2018 operates in the Financial Services industry. Explore Roan Capital Partners's company overview page for more information.

What is Roan Capital Partners's most common email format?

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Roan Capital Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Roan Capital Partners email formats with LeadIQ.

How many employees does Roan Capital Partners have currently?

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Roan Capital Partners has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Roan Capital Partners's key employees and leadership?

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As of August 2026, Roan Capital Partners's key employees include:

  • Director Of Operations: P. F.

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