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Carey S. Roebuck Financial Services
Carey S. Roebuck Financial Services is a family office run by Carey S. Roebuck, focusing on wealth management and real estate investments.
Carey S. Roebuck Financial Services
CAREY S. ROEBUCK FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SOUTH DENNIS, MA. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
null
City
South Dennis
Corporate office
null
Principals
Carey S. Roebuck
Principal
Sector focus
Frequently asked questions
Who is the decision-maker at Carey S. Roebuck Financial Services?
Carey S. Roebuck is the founding principal, making him the lead decision-maker for investment and advisory activities, per the firm's name and regulatory filings.
What type of investments does the firm typically make?
Based on its RIA classification and name, the firm focuses on financial services and real estate, likely involving public equities, fixed income, and direct real estate holdings. No specific deals are publicly documented.
Is this a single-family office or an external wealth manager?
The firm's structure as an RIA with a single named principal suggests it operates as a single-family office, managing the capital of one family. Public records do not indicate external client management.
Where is the underlying wealth derived from?
The wealth origin is not publicly disclosed. The firm's name suggests possible wealth generated from financial services, but no specific source is confirmed.
What is the firm's geographic focus?
The firm is based in the United States, with no specified cities or regions in public records. It likely focuses on domestic investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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