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- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-13-2024
- Office Locations
- 1
Office Locations
About Highroad Wealth Advisors, LLC
HighRoad Wealth Advisors, LLC is a privately owned, independent RIA based in Coos Bay, Oregon serving individuals, families, and institutions. The firm provides goal-based investment management with ongoing portfolio review, plus wealth planning focused on retirement and estate planning strategies, including tax-efficient approaches coordinated with clients’ tax and legal advisors. Supports clients on the Altruist platform.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JASON MAURICE FINNIGAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Partner
- CRD
- #2827406
- Ownership
- 50% but less than 75%
JOSHUA JAMES SNODDY
INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Partner
- CRD
- #5446837
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jayden Kyler Frank
Client Services Associate
- CRD
- #8092703
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,523,085 | $592,840 |
| Non-Discretionary | $0 | -- |
| Total | $188,523,085 | $592,840 |
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Separately Managed Accounts
Total SMA Asset: $188,523,085
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,626,202,326 | 48.0% |
| Equity - Exchange | $935,066,338 | 27.6% |
| Cash | $826,652,849 | 24.4% |
| Total | $3,387,921,513 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX ZENITH MATRIX | OAK LEGACY | T3DH4UJCZ | XIYVV | 5.89% | $3,826,461 |
| ATLAS VECTOR ALPHA | FRONTIER CREST | 3UN193R17 | YOQT | 4.76% | $9,343,232 |
| FOCUS WAVE LEGACY | OAK PIONEER | 4XN1TGMTZ | UXQC | 8.68% | $55,439,163 |
| SIGNAL CATALYST | CATALYST VITAL | PVEX08DK0 | CFU | 5.98% | $52,760,349 |
| BRIDGE LEGACY | VALUE VECTOR | VJVW3YA3R | MMNH | 1.74% | $107,842,634 |
| HARBOR MERIDIAN | MATRIX FOUNDATION | AH4IDXXCH | IFXT | 11.08% | $11,157,299 |
| BEACON FOUNDATION CAPITAL | ZENITH SUMMIT | FALITUKE8 | ZQOH | 7.53% | $73,075,388 |
| HORIZON PIONEER | CATALYST CREST | XYKTEZ8ZO | LKXT | 11.82% | $43,617,091 |