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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2018
- Office Locations
- 2
Office Locations
About Roan Capital Partners
Roan Capital Partners is a fee-only RIA serving individuals and families with comprehensive financial assessments, customized planning, and ongoing monitoring. The team emphasizes fiduciary, tax-efficient and trust-focused planning and portfolio construction using a mix of public funds, ETFs and fixed income. Based in Tennessee (Johnson City and Oak Ridge) and custodied primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOY LYNNE GARLAND
Chief Compliance Officer, Co-founder, Managing Partner
- CRD
- #2702796
- Ownership
- 50% but less than 75%
JEFFREY PAUL KASTNER
Chief Investment Officer, Owner, Senior Portfolio Manager
- CRD
- #5025016
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ROBERT THOMAS GREEN
--
- CRD
- #4049991
Rebekah LeeAnn Taylor Burton
--
- CRD
- #5020517
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,023,601 | $270,024 |
| Non-Discretionary | $0 | -- |
| Total | $152,023,601 | $270,024 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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