A Narrow Road, LLC

Overview

A Narrow Road, LLC is a small, client-focused registered adviser operating as a limited liability company that centers its practice on financial planning services. The firm’s mandate appears to favor equity exposure: its stated asset preference and the largest single asset bucket are exchange-traded equities. The adviser does not report acting as a capital allocator or running pooled vehicle strategies; instead it provides planning advice and manages client holdings in a largely advisory, non-discretionary capacity. With a compact client roster, the firm’s activity looks oriented toward customized portfolio construction rather than scale-driven product distribution.

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Public Holdings

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Location & Offices