CAREY S. ROEBUCK FINANCIAL SERVICES, LLC

CAREY S. ROEBUCK FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 280029). Regulatory assets under management: $5.2M.

Registration

• CRD: 280029
• Type: Registered investment adviser
• Phone: 512-740-8271
• Latest filing: 2026-03-30
• Regulatory AUM: $5.2M
• Discretionary AUM: $5.2M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 280029 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search