# WHICHARD ROACH FINANCIAL

WHICHARD ROACH FINANCIAL is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** whichardroach.com

## Regulatory record

- **CRD number:** 334854
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334854

## About

Whichard Roach Financial is a state-registered investment adviser in Greensboro, NC. The firm manages approximately $26 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at WHICHARD ROACH FINANCIAL?

Public SEC Form ADV filings do not disclose named investment decision-makers for the firm. The firm is owned and operated by a principal whose name aligns with the firm's branding, but no CIO or CEO is separately identified in regulatory filings.

### Does WHICHARD ROACH FINANCIAL participate in fund commitments or only direct deals?

The firm primarily allocates capital through third-party separately managed accounts and mutual funds, rather than direct investments. It does not operate its own investment funds or offer private equity SPVs.

### Which sectors does WHICHARD ROACH FINANCIAL explicitly avoid?

No explicit sector exclusions are disclosed in the firm's regulatory filings or public materials. The firm's investment selection is driven by client goals and risk profiles rather than thematic sector bets.

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Last updated: 2026-07-11T13:56:43.000Z

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