AUMdb

Golden Road Advisors Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 314077 · SEC file 801-121158 · Tampa, FL · www.goldenroadadvisors.com
☆ Save with Pro ADV data as of Mar 06, 2026
Regulatory AUM
$238M
Discretionary
$225M
Clients
248
Avg AUM / client
$959K
Accounts
459
Employees
4

AUM over time

$0 $238M
Apr 7, 2021 Mar 6, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026

Investments (13F portfolio — 53 positions, $173,602,307)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Index Fds GROWTH ETF $50,213,181 114,960 28.9% 21.1%
2 Vanguard Index Fds VALUE ETF $42,881,612 218,561 24.7% 18.0%
3 Vanguard Index Fds SMALL CP ETF $18,192,512 69,458 10.5% 7.65%
4 Vanguard Index Fds S&P 500 ETF SHS $11,597,732 19,409 6.68% 4.88%
5 Vanguard Scottsdale Fds VNG RUS1000VAL $5,904,870 62,992 3.4% 2.48%
6 Vanguard Scottsdale Fds VNG RUS1000GRW $5,809,073 52,959 3.35% 2.44%
7 Vanguard Tax Managed Fds VAN FTSE DEV MKT $4,990,847 77,885 2.87% 2.1%
8 Nvidia Corporation COM $2,790,226 15,999 1.61% 1.17%
9 Apple Inc COM $2,664,060 10,497 1.53% 1.12%
10 Vanguard Intl Equity Index F FTSE EMR MKT ETF $2,290,990 42,386 1.32% 0.96%
11 Vanguard Index Fds TOTAL STK MKT $1,902,403 5,930 1.1% 0.8%
12 Raymond James Finl Inc COM $1,456,797 10,061 0.84% 0.61%
13 Ishares Tr RUS 1000 GRW ETF $1,413,516 3,315 0.81% 0.59%
14 Microsoft Corp COM $1,083,488 2,927 0.62% 0.46%
15 Amazon Com Inc COM $1,066,134 5,119 0.61% 0.45%
16 Vanguard Scottsdale Fds VNG RUS1000IDX $1,038,822 3,520 0.6% 0.44%
17 Vanguard Index Fds EXTEND MKT ETF $1,036,855 5,038 0.6% 0.44%
18 Vanguard Scottsdale Fds VNG RUS2000IDX $953,017 9,514 0.55% 0.4%
19 Alphabet Inc CAP STK CL A $943,197 3,280 0.54% 0.4%
20 Ishares Tr RUS 1000 VAL ETF $907,670 4,248 0.52% 0.38%
21 Broadcom Inc COM $872,199 2,818 0.5% 0.37%
22 Vanguard World Fd ESG US STK ETF $862,346 7,681 0.5% 0.36%
23 Alphabet Inc CAP STK CL C $781,407 2,724 0.45% 0.33%
24 Ishares Tr S&P 100 ETF $693,393 2,180 0.4% 0.29%
25 Walmart Inc COM $692,135 5,569 0.4% 0.29%

Top 25 of 53 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 171 $58.8M 24.7%
High net worth individuals 77 $174M 73.1%
Banking or thrift institutions Fewer than 5 clients $2.3M 0.96%
Pension and profit sharing plans Fewer than 5 clients $2.7M 1.15%
Charitable organizations Fewer than 5 clients $106K 0.04%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jeffrey Stuart Kikoler Principal And Chief Compliance Officer CFP CFA Apr 2021 (5y) 50% – 75%
Kevin Angers Caldwell Principal CFP Apr 2021 (5y) 50% – 75%
Brady Mason Wright Registered representative CFP Feb 2024 (2y)

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)

FormPeriodSize
Form ADV (full filing) 03/06/2026 914 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
  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Portfolio management for businesses/institutional clients
  • • Pension consulting services
  • • Selection of other advisers

Custody

Reported custodians

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: Mar 06, 2026.

View current Form ADV (SEC/IAPD) ↗