Romans 1 Advisors LLC (Columbus)

Romans 1 Advisors LLC is an adviser based in Columbus. It manages $3 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Ohio.

Romans 1 Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Romans 1 Advisors: assets under management

The assets under management (AUM) of Romans 1 Advisors LLC is $3 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 20% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Romans 1 Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Romans 1 Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Romans 1 Advisors is high net worth individuals with 20 clients and $2.5 million of assets under management. Among the 2 most similar advisory firms, Romans 1 Advisors has the lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3 million for 25 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Romans 1 Advisors doesn't advise any private funds.

Based in Columbus

The principal office where Romans 1 Advisors LLC performs its advisory services is located at 6500 Busch Blvd, Columbus, OH 43229, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.