Roi Financial
Roi Financial is an SEC-registered mass-market adviser in Beaverton, OR with $264.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Roi Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160100, SEC 801-121903, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $264.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Beaverton, OR
- Employees
- 8
- Clients
- 283
- CRD
- 160100
- Ownership
- JOHNSON, LANCE, JARL; Bruno, Trevor, Patrick
How much AUM does Roi Financial have?
Roi Financial reported $264.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Roi Financial?
Disclosed owners and executives of Roi Financial include JOHNSON, LANCE, JARL, Bruno, Trevor, Patrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.