Htg Investment Advisors Inc
● SEC registered since 1998CRD 108614SEC# 801-55553New Canaan, CT
Reg. AUM
$1.11B
Employees
13
Accounts
1,446
Location
New Canaan, CT
About Htg Investment Advisors
HTG Advisors is a fee-only advisory firm offering retirement planning, investment management, estate and tax planning, and specialized guidance through life transitions such as divorce, widowhood, and inheritance. It emphasizes a collaborative team approach and personalized plans that adjust as clients' lives evolve.
Summary based on the firm’s website.
Htg Investment Advisors Inc assets under management
Htg Investment Advisors Inc operates as an SEC-registered investment adviser based in New Canaan, CT. The firm has been registered since 1998. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Htg Investment Advisors Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Gregory Zaharoff Control | Chief Executive Officer & President | 25-50% | 2015 |
| Allison Pykett Donaldson | Executive Vice President | 10-25% | 2022 |
| Jeffrey Kirk Sherwood Control | Board Member | Under 5% | 2019 |
| Kerry Bridget Connell | Executive Vice President & Secretary | 10-25% | 2017 |
| Robin Ann Sherwood Control | Chairman And Chief Compliance Officer | 25-50% | 2006 |
| Sonya S Ziolkowski | Advisor | 5-10% | 2026 |
Frequently asked questions
How much does Htg Investment Advisors Inc manage?
Htg Investment Advisors Inc reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Htg Investment Advisors Inc have?
Htg Investment Advisors Inc reports 13 employees.
Where is Htg Investment Advisors Inc located?
Htg Investment Advisors Inc is based in New Canaan, CT and has been SEC-registered since 1998.
Does Htg Investment Advisors Inc disclose fund performance?
Htg Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Locust Avenue, New Canaan, CT 06840 |
| Phone | 203-972-8262 |
| Fax | (860) 375-3536 |
| Office hours | 9:00a.m.-5:00p.m. By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 15%
Feb '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,369 advisers
EmployeesTop 34%
More than 66% of 16,804 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B