HTG INVESTMENT ADVISORS INC
Firm details
- Headquarters
- NEW CANAAN, Connecticut
- CRD number
- 108614
- Registered since
- May 14, 1998
- Website
- www.htgadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.15%
- Individuals4.7%
- Pension & Profit Sharing Plans0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HTG Investment Advisors Inc. is an independent, SEC-registered registered investment adviser that has been operating since 1998. The firm is owned by an individual and positions itself as a capital allocator for private clients, primarily serving individuals and families. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers. Compensation is a mix of percentage‑of‑assets and fixed fees. HTG does not identify as an active ESG investor. The firm was included in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
Contacts
3 of 12ALLISON DONALDSON
Certified Financial PlannerCRD 2209598
Travis Hood
AdvisorCRD 8112309
ROBIN SHERWOOD
PresidentCRD 4693308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$315M in ETFs
30%
$94M
70%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.3M | 881,511 | 10.86% |
Location
NEW CANAAN, CT
FAIRFIELD
Location
NEW CANAAN, CT
Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 50 Locust Ave
- Time zone
- ET (UTC-5)
- Office locations
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