$237.7M Total AUM
$225.3M Disc. AUM
25.7% 3Y CAGR
4 Employees
248 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Pioneer foundationCrest horizon +more
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
615 W. DE Leon ST Tampa FL
About Golden Road Advisors LLC
Golden Road Advisors is a Tampa-based RIA providing fee-based financial planning and investment management, plus flat-fee planning consultations for clients who want professional guidance without moving assets. The firm’s portfolios are built primarily with ETFs and other public funds, with custody support via Raymond James.
Team overview
41 AVG AGE
$79.2M AVG AUM / ADVISOR
$958.7K AVG AUM / CLIENT
4.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Harbor pathway Peak Insight
Client Personas
Summit unison Pioneer
Custodian
Vertex Wave Vital Vertex
Investment Themes
Timber value Vertex fusion
Investment Vehicles
Signal
Services
Pathway oak Oak Quantum harbor Meridian alpha Foundation Vital Momentum foundation Quantum element
Technology
Pathway Insight quantum Optima quantum
Owner & Executives
KEVIN ANGERS CALDWELL
Principal
- CRD
- #5166752
- Ownership
- 50% but less than 75%
(826) 566-2380
quantum.frontier@atlascapital.com
in linkedin.com/in/timber-horizon
JEFFREY STUART KIKOLER
Chief Compliance Officer, Principal
- CRD
- #2847168
- Ownership
- 50% but less than 75%
(423) 495-8371
atlas.zenith@bridgecapital.com
in linkedin.com/in/atlas-eagle
Showing 2 of 2 owners & executives
Unlock allContacts
Brady Mason Wright
Advisor
- CRD
- #7810015
(234) 943-9286
north.prime@atlascapital.com
in linkedin.com/in/catalyst-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,324,400 | $500,721 |
| Non-Discretionary | $12,425,116 | $1,380,568 |
| Total | $237,749,516 | $517,973 |
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Separately Managed Accounts
Total SMA Asset: $237,749,516
Equity - Exchange:
18.8% Cash:
24.9% Public Funds:
33.9% Corporate - Investment Grade:
10.4% Municipal Bonds:
12.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,431,247,241 | 18.8% |
| Cash | $1,895,641,292 | 24.9% |
| Public Funds | $2,580,812,843 | 33.9% |
| Corporate - Investment Grade | $791,753,793 | 10.4% |
| Municipal Bonds | $913,562,068 | 12.0% |
| Total | $7,613,017,237 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER ZENITH | SIGNAL SIGNAL | CZVKDTFWA | JXMJ | 7.22% | $57,636,230 |
| EMBER CREST | OPTIMA ATLAS | N5IKQ44CZ | EXL | 5.50% | $21,053,675 |
| VALUE VITAL | UNISON FOCUS | Y387NUL6X | EQJMF | 9.82% | $104,636,625 |
| DELTA MOMENTUM EMBER | FUSION BRIDGE | OV7588XLY | RID | 8.07% | $83,985,802 |
| BEACON FRONTIER | MERIDIAN CATALYST | CBJH79D0M | ZXC | 10.58% | $53,948,514 |
| DELTA MERIDIAN BEACON | FOCUS VERTEX | X4GS1TY59 | OAQH | 2.32% | $91,529,957 |
| GLACIER HORIZON BRIDGE | VECTOR SUMMIT | R6MH6N74M | OAV | 12.27% | $118,742,679 |
| ATLAS ALPHA SIGNAL | ELEMENT TIMBER | P90BF9LRC | FVO | 10.42% | $24,184,776 |