Kevin Roe is a registered investment advisor at Newport Global Advisors L.P., based in The Woodlands, TX, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $190M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9006 Forest Crossing Drive, Suite D, The Woodlands, TX, 77381-1155
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is the sole proprietor, president, and managing member of Roe Equity Research, LLC, an independent investment research firm. He works as a senior investment analyst focusing on public equities, dedicating about half of his working hours to this role.
Employment History
Current Registrations
Newport Global Advisors L.P.
Previous Registrations
Roe Equity Research LLC
State Registrations1 state
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