# Highroad Wealth Advisors, LLC

> Highroad Wealth Advisors, LLC is an SEC-registered investment advisory firm in Coos Bay, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 331566
- Filed as: HIGHROAD WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coos Bay, OR
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331566
- AdvisorCensus page: https://advisorcensus.com/firm/highroad-wealth-advisors-llc-coos-bay-or-331566

## Quick answers

**How is Highroad Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Highroad Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Highroad Wealth Advisors, LLC located?**
Highroad Wealth Advisors, LLC's principal office is in Coos Bay, OR, according to its Form ADV.

**Is Highroad Wealth Advisors, LLC registered with the SEC or a state?**
Highroad Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331566.

**How much does Highroad Wealth Advisors, LLC manage?**
Highroad Wealth Advisors, LLC reports $188,523,085 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**How have Highroad Wealth Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Highroad Wealth Advisors, LLC: Regulatory assets under management: $130,959,954 in the October 2024 data and $188,523,085 in the October 2026 data, up 44%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Highroad Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (41); charitable organizations (1).

**Which custodians does Highroad Wealth Advisors, LLC use?**
Highroad Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Highroad Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331566

**Does Highroad Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 26, 2026 says: "HighRoad does not require a minimum to open or maintain an account."

**What changed in Highroad Wealth Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $170,956,327 to $188,523,085 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 26, 2026)

- Account minimum: None

> HighRoad does not require a minimum to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,523,085
- Discretionary: $188,523,085
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $15,539,127 |
| High net worth individuals | 69 | $172,644,942 |
| Charitable organizations | 1 | $339,016 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highroadwa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $130,959,954 | 2 | August 28, 2024 |
| October 2025 | $170,956,327 | 3 | May 15, 2025 |
| October 2026 | $188,523,085 | 3 | January 26, 2026 |

Regulatory assets under management: $130,959,954 in the October 2024 data and $188,523,085 in the October 2026 data, up 44%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $170,956,327 to $188,523,085 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highroad Wealth Advisors, LLC (CRD 331566): Form ADV filing data as of October 2026.