Appian Road LLC

Overview

Appian Road LLC is a small, fee-based advisory firm that manages portfolios for individuals and family clients and provides portfolio management services to small businesses. The firm reports a focus on liquid, equity-centric strategies, using exchange-traded equities as its primary vehicle. Its regulatory profile includes commodity-related registrations (CPO/CTA), which indicates the capability to run commodity or managed-futures strategies, but the firm’s reported activity shows a clear tilt toward equities rather than broad commodity exposure. The advisory model is straightforward: clients are charged a percentage of assets under management and the firm manages discretionary portfolios. Appian Road LLC does not identify as an active ESG investor and is not set up as a multi-state adviser, suggesting a regional or single-state operating footprint and a traditional investment policy emphasizing marketable securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices