|
⚲
|
| Keyboard |
| Golden Road Advisors LLC
✚
|
|
|---|---|
| CRD # | 314077 |
| SEC # | 801-121158 |
| CIK # | 0002014454 |
| AUM | 237.7 M (2026-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 813-491-1593 |
| Address | 615 W de Leon St Tampa, FL 33606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 2.8 | |
| Apple Inc | 2.7 | |
| Raymond James Financial Inc | 1.5 | |
| Microsoft Corp | 1.1 | |
| Amazon Com Inc | 1.1 | |
| Alphabet Inc | 0.9 | |
| Broadcom Inc | 0.9 | |
| Alphabet Inc | 0.8 | |
| Wal Mart Stores Inc | 0.7 | |
| Facebook Inc | 0.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 58.8 |
| (b) Individuals (high net worth individuals) | 77 | 173.9 |
| (c) Banking or thrift institutions | 0 | 2.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 237.7 |
| By Discretionary | ||
| Discretionary | 450 | 225.3 |
| Non-Discretionary | 9 | 12.4 |
| Total | 459 | 237.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.7 | |
| Total | 459 | 237.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002014454] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alexander Capital Wealth Management LLC
✚
|
NJ | 238.1 M |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 238.1 M |
|
Kelley Investments LLC
✚
|
238.0 M | |
|
3J Capital Partners Ltd
✚
|
238.0 M | |
|
Fortune 45 LLC
✚
|
LA | 237.7 M |
|
Lighthouse Wealth Management Inc
✚
|
OH | 237.6 M |
|
Montcalm TCR LLC
✚
|
CA | 237.5 M |
|
Capital Financial Group Inc
✚
|
CO | 237.4 M |
|
Redemption Capital Partners LLC
✚
|
TX | 237.3 M |
|
North American Wealth Advisors Inc
✚
|
MN | 237.3 M |