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ROAN CAPITAL PARTNERS, LLC, CRD 293119
JOHNSON CITY, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOY LYNNE GARLAND | n/a | JOHNSON CITY, TN | 2 | 30 | 4 | no |
| Rebekah LeeAnn Taylor Burton | Certified Financial Planner | JOHNSON CITY, TN | 2 | 20 | n/a | no |
| JEFFREY PAUL KASTNER | n/a | JOHNSON CITY, TN | 2 | 20 | 5 | no |
| ROBERT THOMAS GREEN | n/a | JOHNSON CITY, TN | Oak Ridge, TN | 1 | 37 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GARLAND, JOY, LYNNE | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER AND CO-FOUNDER | D | yes | 01/2018 | Aug 7, 2026 | Aug 7, 2026 |
| KASTNER, JEFFREY, PAUL | CHIEF INVESTMENT OFFICER/OWNER | D | yes | 04/2024 | Aug 7, 2026 | Aug 7, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 28, 2026 | $152M | $152M | 5 | 4 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $152M | n/a | n/a | n/a | n/a | 5 | n/a | 1 | n/a |