Golden Road Advisors LLC
● SEC registered since 2021CRD 314077SEC# 801-121158Tampa, FL
Reg. AUM
$237.7M
Employees
4
Accounts
459
Location
Tampa, FL
About Golden Road Advisors
Golden Road Advisors offers pragmatic financial planning and investment advice intended to simplify complex money decisions. It highlights a CFP-led team helping clients gain confidence in their plans and stay engaged with community giving.
Summary based on the firm’s website.
Golden Road Advisors LLC assets under management
Golden Road Advisors LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2021. It reports $237.7 million in regulatory assets under management and employs 4 people.
Golden Road Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Stuart Kikoler Control | Principal And Chief Compliance Officer | 50-75% | 2021 |
| Kevin Angers Caldwell Control | Principal | 50-75% | 2021 |
Frequently asked questions
How much does Golden Road Advisors LLC manage?
Golden Road Advisors LLC reports $237.7 million in regulatory assets under management on its Form ADV.
How many employees does Golden Road Advisors LLC have?
Golden Road Advisors LLC reports 4 employees.
Where is Golden Road Advisors LLC located?
Golden Road Advisors LLC is based in Tampa, FL and has been SEC-registered since 2021.
Does Golden Road Advisors LLC disclose fund performance?
Golden Road Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 615 W. de Leon St, Tampa, FL 33606 |
| Phone | 813-491-1593 |
| Office hours | Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2014454 |
| Discloses disciplinary history | No |
Regulatory AUM
$237.7M▲ 40%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$237.7Mregulatory AUM
Discretionary $225.3MNon-discretionary $12.4M