R
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
15 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
-- Denver CO
About Roads Capital LLC
Roads Capital LLC is a Colorado-based investment adviser providing discretionary, separately managed portfolio management for retail clients. Portfolios are implemented primarily with ETFs alongside investment-grade fixed income. Custody is supported through Charles Schwab & Co.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$119.9K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CRAIG ALAN JACOBSON
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #2488438
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,389,828 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,389,828 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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