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Richard Louis Roeding

SUMMER HILL CAPITAL PARTNERS, LLC·MASON, Ohio
Unclaimed Profile
6847 CINTAS BLVD., SUITE 120, MASON, OH 45040CRD# 1235363Firm CRD# 161621
01

About

Richard Louis Roeding is a registered financial advisor based in MASON, Ohio, affiliated with SUMMER HILL CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMER HILL CAPITAL PARTNERS, LLC
SUMMER HILL CAPITAL PARTNERS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SUMMER HILL CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1235363
Firm CRD# 161621
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Louis Roeding offer?
Richard Louis Roeding specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MASON, Ohio for a consultation.
What are Richard Louis Roeding's credentials?
Richard Louis Roeding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Louis Roeding located?
Richard Louis Roeding is based in MASON, Ohio, working with SUMMER HILL CAPITAL PARTNERS, LLC. Their office serves clients in the MASON metropolitan area and surrounding communities.
How does Richard Louis Roeding charge for services?
Richard Louis Roeding's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMER HILL CAPITAL PARTNERS, LLC?
SUMMER HILL CAPITAL PARTNERS, LLC has approximately 4 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Sanford Matson — MATSON MONEY, INC.Elizabeth Marie Knoblock — MATSON MONEY, INC.Joseph Edward Matson — MATSON MONEY, INC.Pamela Duecker Clark — GENERATIONS WEALTH, LLCTimothy Daniel Cavanaugh — SUMMER HILL CAPITAL PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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