# ROI Financial

ROI Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/roi-financial

## Regulatory record

- **CRD number:** 160100
- **SEC file number:** 801-121903
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160100

## About

ROI FINANCIAL is an SEC-registered investment adviser in Beaverton, OR, registered since 2021. The firm manages $264 million in assets, with $257 million on a discretionary basis. It has 8 employees and 5 investment advisers.

## Questions

### Who runs ROI Financial?

No named principals or executives have been identified in any public source. The firm's management structure is unknown.

### What is ROI Financial's investment strategy?

ROI Financial has not publicly disclosed any investment strategy, asset-class preferences, or geographic focus. No portfolio companies or deals are on the record.

### Does ROI Financial invest in direct deals or funds?

There is no public evidence of direct investments or fund commitments by ROI Financial. Its investment activity has not been documented in any credible source.

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- [Capeview Capital](https://altss.com/profile/capeview-capital-llp)
- [Williamson Advisory Services](https://altss.com/profile/williamson-advisory-services-inc)

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Last updated: 2026-07-06T01:24:24.654Z

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