Roads Capital LLC
RIAState 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
- Website
- www.roadscapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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