Roads Capital LLC

Overview

Roads Capital LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily to individuals and families, including small business clients. The firm charges a percentage of assets under management and focuses on discretionary portfolio management rather than institutional or pension consulting work. FINTRX notes that Roads Capital is not positioned as an active ESG investor and does not operate as a multi-state adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives