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, corporation-structured registered investment adviser that has been SEC-registered since 1998. The firm serves individual and family clients and operates as a capital allocator, blending portfolio management and financial planning with the selection of third-party advisers. Its fee model includes both AUM-based and fixed-fee arrangements. HTG lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its core advisory activities. The firm does not position itself as an active ESG investor. HTG was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 13
Allison Donaldson
AdvisorCRD 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 60Active vs passive
$355M in ETFs
28%
$97.6M
72%
$257M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $38.7M | 871,463 | 10.89% |
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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