Roschman Capital Advisors, LLC

Roschman Capital Advisors, LLC (CRD# 282080) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $3,196,822 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $319,682
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
CRD#: 6586513
6300 Ne 1st Ave, Suite 300, Fort Lauderdale, FL 33334
90
Wealthminder
score

Kevin Lancey (CRD# 6586513) is an Investment Advisor Representative working at Roschman Capital Advisors, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.

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