Roark Capital Management, LLC
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Overview
Roark Capital Management, LLC operates as a financial advisor firm located in Atlanta, Georgia. The firm administers $30.5 billion in total assets throughout 16 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). Roark Capital Management, LLC has a large team, including 84 financial advisors. Roark Capital Management, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as stocks, options and bonds.
Roark Capital Management, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without requiring the client's authorization. The company manages about $1.9 billion for every account. The average advisor at Roark Capital Management, LLC manages fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's central office is located at 1180 Peachtree Street Ne, Atlanta, Georgia 30309-3521. Roark Capital Management, LLC is permitted to provide services to customers in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Roark Capital Management, LLC by the Numbers
$30.5 billion
106
16
$1.9 billion
Fee Structure
Fees charged by financial advisors largely are based on which service is offered. Fee types billed by the firm may include any combination of the following fee structures: asset-based or performance-based. Roark Capital Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 16 accounts, Roark Capital Management, LLC's largest client type by number of accounts is pooled investment vehicles. About 38% of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Roark Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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