Roads Capital LLC

RIASEC Registered
Total AUM
$8.4M
Discretionary
$8.4M
100% of AUM
Avg account
$240K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153893
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Roads Capital LLC is an independent registered investment adviser organized as a limited liability company that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its activities are focused on discretionary portfolio management rather than pension consulting or multi-state institutional work. Roads Capital does not present itself as an ESG-focused manager and is not structured as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 20%, Investment Grade Corp Bonds 15%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents20%
  • Investment Grade Corp Bonds15%

Contacts

1 of 1
  • Craig Jacobson

    Craig Jacobson

    Founder & OwnerCRD 2488438

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth