# ROI FINANCIAL ADVISORS, LLC

ROI FINANCIAL ADVISORS, LLC of BEAVERTON, OR is an SEC-registered investment adviser.

## Registration

- CRD: 160100
- Type: SEC-registered investment adviser
- SEC file number: 801-121903
- Location: 14675 SW MILLIKAN WAY, BEAVERTON, OR, 97003
- Phone: 503-941-5925
- Latest filing: 2026-03-30
- Regulatory AUM: $264.2M
- Discretionary AUM: $256.7M
- Non-discretionary AUM: $7.5M
- Clients: 8
- Accounts: 1,518

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Lance Jarl Johnson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| JOHNSON LANCE JARL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | — |
| Trevor Patrick Bruno | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160100/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160100/similar
- Related entities: https://search.stillhousedata.com/firm/160100/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160100

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.