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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2023
- Office Locations
- 1
Office Locations
About Noble Investors LLC
Noble Investors LLC is a Texas-registered advisor led by Jim Roeder, built around a “core portfolio” for friends and other investors seeking public-markets exposure without making investing their core expertise. The firm emphasizes transparency and integrity in portfolio construction and asset allocation, implemented primarily with ETFs, and also provides wealth planning guidance.
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Investment Themes
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Owner & Executives
JAMES OSBORN ROEDER
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Financial Advisor
- CRD
- #2660058
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,812,085 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,812,085 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,812,085
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,971,115,969 | 24.2% |
| Public Funds | $4,797,468,206 | 58.9% |
| Cash | $1,376,523,136 | 16.9% |
| Total | $8,145,107,311 | 100.0% |