Roberts Capital Advisors, LLC
Roberts Capital Advisors, LLC is an SEC-registered wealth manager with $124.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Roberts Capital Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226548, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $124.2M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 3
- CRD
- 226548
- Ownership
- ROBERTS, MICHAEL, THOMAS
How much AUM does Roberts Capital Advisors, LLC have?
Roberts Capital Advisors, LLC reported $124.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Roberts Capital Advisors, LLC?
Disclosed owners and executives of Roberts Capital Advisors, LLC include ROBERTS, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.