R
Roslund, John Cabell
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,438,955
Total clients
34
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$1,307,028
About
The firm serves individual clients and trusts, offering comprehensive and segmented financial planning as well as ongoing investment management focused on mutual funds, ETFs, individual stocks and bonds. It operates as a single-advisor practice with a small client base and manages about $44.4 million in client assets.
Investment advice is tailored to each client’s time horizon, risk tolerance and financial situation, using asset-allocation, periodic rebalancing and research tools such as Morningstar and Value Line. The firm manages client accounts on a primarily non-discretionary basis and typically contacts clients before placing trades, with formal account reviews and performance reporting provided quarterly.
What is distinctive about the practice is its predominantly non-discretionary model — a less common arrangement among independent advisors — combined with standalone financial-planning engagements that terminate on delivery unless ongoing services are contracted. The firm also leverages institutional custody and support services from a major custodian while maintaining a solo, hands-on advisory structure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Life insurance needs analysis
Fee options
1% per year, generally
$80 per hour
Most active in
Roslund, John Cabell has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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