Roschman Capital Advisors, LLC

Roschman Capital Advisors, LLC (CRD# 282080) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $1,667,845 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6300 Ne 1st Ave, Suite 200, Fort Lauderdale, FL 33334
https://roschmancapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $104,240
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Roschman Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Lancey, financial advisor Fort Lauderdale FL
Kevin Lancey
CRD#: 6586513
6300 Ne 1st Ave, Suite 200, Fort Lauderdale, FL 33334

Kevin Lancey (CRD# 6586513) is an Investment Advisor Representative working at Roschman Capital Advisors, LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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