Golden Road Advisors LLC
Golden Road Advisors LLC is an SEC-registered mass-market adviser in Tampa, FL with $237.7M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Golden Road Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314077, SEC 801-121158, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $237.7M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 4
- Clients
- 248
- CRD
- 314077
- Ownership
- KIKOLER, JEFFREY, STUART; CALDWELL, KEVIN, ANGERS
How much AUM does Golden Road Advisors LLC have?
Golden Road Advisors LLC reported $237.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Golden Road Advisors LLC?
Disclosed owners and executives of Golden Road Advisors LLC include KIKOLER, JEFFREY, STUART, CALDWELL, KEVIN, ANGERS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.