Roi Capital Management, Inc (Greenbrae)

Roi Capital Management, Inc is a mid-sized advisory firm based in Greenbrae. It manages $25.79 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Roi Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roi Capital Management: assets under management

The assets under management (AUM) of Roi Capital Management, Inc is $25.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.9 million each.

Roi Capital Management has custody of $25.79 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roi Capital Management, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Roi Capital Management, Inc

Mark Thomas Boyer has been acting as President since 1 Jan 1992. Mitchell Joseph Soboleski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Thomas Boyer	President	1 Jan 1992	50% - 75%	1870870
Mitchell Joseph Soboleski	Chief compliance officer	1 Jan 1992	50% - 75%	865593

Based in Greenbrae

The principal office where Roi Capital Management, Inc performs its advisory services is located at 300 Drakes Landing Rd, Greenbrae, CA 94904, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.