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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber ridgeMeridian meridian +more
- Established Date
- 05-14-1998
- Office Locations
- 3
Office Locations
About HTG Investment Advisors INC
HTG Investment Advisors (HTG Advisors) provides financial planning and portfolio management for individuals navigating major life transitions—retirement, widowhood, divorce, windfalls, and career moves. The team includes a CDFA and works with clients’ attorneys to analyze divorce financial data and create a clear path forward. Investment approach centers on diversified asset allocation using ETFs and mutual funds, with custody through Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBIN ANN SHERWOOD MS.
Advisor, Chairman, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4693308
- Ownership
- 25% but less than 50%
ALEXANDER GREGORY ZAHAROFF
Chief Executive Officer, President, Principal
- CRD
- #4364151
- Ownership
- 25% but less than 50%
Momentum focus
Prime optima peak
- CRD
- #68156
- Ownership
- 35.1%
Showing 2 of 6 owners & executives
Unlock allContacts
JOSEPH WILKINS DONALDSON
Advisor
- CRD
- #2801717
Travis Lee Hood
Advisor
- CRD
- #8112309
Capital fusion
Eagle ridge
- CRD
- #69548
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,113,628,499 | $770,144 |
| Non-Discretionary | $0 | -- |
| Total | $1,113,628,499 | $770,144 |
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Separately Managed Accounts
Total SMA Asset: $1,113,628,499
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $885,956,523 | 28.2% |
| Equity - Exchange | $882,814,834 | 28.1% |
| Cash | $1,372,918,442 | 43.7% |
| Total | $3,141,689,799 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON MATRIX VECTOR | TIMBER HARBOR | E82XA3ODC | UKZMG | 1.57% | $73,261,146 |
| HARBOR PIONEER | CAPITAL LEGACY | MSCPSLRCJ | JYVXV | 1.43% | $78,070,013 |
| BRIDGE HORIZON EAGLE | VALUE VECTOR | JBIA6GGAQ | HODMO | 7.75% | $30,918,828 |
| BRIDGE LEGACY | CREST VITAL | NOSLHX0SG | XHUZG | 7.52% | $82,356,345 |
| VALUE HARBOR | UNISON EMBER | 9ZDNZ0BN2 | VDKN | 6.23% | $79,411,840 |
| RADIAL EMBER FUSION | QUANTUM HORIZON | 6XWTCPJMR | LVYGE | 1.92% | $119,718,686 |
| UNISON EMBER NORTH | CATALYST BRIDGE | ACWF87ZOB | WXQYB | 6.76% | $105,334,449 |
| QUANTUM LEGACY | VITAL OAK | MS7XQYMED | AYXU | 12.32% | $26,190,271 |