Kayden
Roberts
Tannin Capital, LLC
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About this Advisor
Kayden Roberts is a financial advisor based in Charlotte, North Carolina, working with Tannin Capital, LLC. Kayden has previously held positions at Tannin Capital, LLC, Drip Golf, Anutra Medical, Target, Old Chatham Golf Club, University Of North Carolina, Wilmington, Panther Creek High School, and Mills Park Middle School. Kayden has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Kayden is part of Tannin Capital, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 7 employees. The firm manages assets totaling $362.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Tannin Capital, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tannin Capital, LLC Brokerage Details
$362,315,194
7
391
$926,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kayden Roberts Work History
Tannin Capital, LLC
Anutra Medical
Target
University Of North Carolina, Wilmington
Drip Golf
Old Chatham Golf Club
Panther Creek High School
Mills Park Middle School
Disclosures
Please visit the SEC profile of Kayden Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tannin Capital, LLC
Raleigh, NC
Charlotte, NC
Charlotte, NC
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