Htg Investment Advisors Inc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 377
- Avg AUM / client
- $3.0M
- Accounts
- 1,446
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 129 | $52.3M | 4.7% |
| High net worth individuals | 248 | $1.1B | 95.1% |
| Pension and profit sharing plans | Fewer than 5 | $1.7M | 0.16% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robin Ann Sherwood | Chairman, Chief Executive Officer, President And Chief Compliance Officer | CFP | Oct 2005 (21y) | 25% – 50% |
| Kerry Bridget Connell | Secretary | CFP | Mar 2014 (12y) | 10% – 25% |
| Allison Pykett Donaldson | Advisor | CFP | Mar 2014 (12y) | 10% – 25% |
| Alexander Gregory Zaharoff | Executive Vice President, Treasurer And Assistant Secretary | CFA | May 2014 (12y) | 25% – 50% |
| Sherwood, Jeffrey, Kirk | Board Member | Aug 2019 (7y) | Less than 5% | |
| Jennifer H. Hunt | Registered representative | CFP | Jan 2007 (20y) | |
| Amy Glass Sheinberg | Registered representative | Nov 2007 (19y) | ||
| Shannon Rose Vizza | Registered representative | Jun 2018 (8y) | ||
| Sonya S Ziolkowski | Registered representative | Oct 2021 (5y) | ||
| Joseph Wilkins Donaldson | Registered representative | Aug 2022 (4y) | ||
| Jeannie Marie Rubsam | Registered representative | Jun 2024 (2y) | ||
| Travis Lee Hood | Registered representative | Personal Financial Specialist | Jul 2025 (1y) | |
| Elisabeth Lynn Podhaskie | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $683M (61% of AUM) Jul 2026
- Fidelity Brokerage Services $392M (35% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗