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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-08-2012
- Office Locations
- 1
Office Locations
About ROI Financial
ROI Financial (SEC-registered RIA) provides goal-based financial planning and ongoing investment management for individuals, families, small businesses, and property investors—covering milestones like home purchase, college savings (529s), and retirement income/RMD planning with tax-aware strategies. Portfolios are primarily implemented with ETFs and mutual funds, and clients can add ROI+ services via affiliated firms and a cross-disciplinary team.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LANCE JARL JOHNSON
Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative, Managing Member
- CRD
- #2244093
- Ownership
- 75% or more
Trevor Patrick Bruno
Investment Adviser Representative, Investment Advisor Representative
- CRD
- #7300888
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,652,118 | $170,307 |
| Non-Discretionary | $7,503,952 | $682,177 |
| Total | $264,156,070 | $174,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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