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HTG INVESTMENT ADVISORS INC
CRD 108614File 801-55553
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.11B
Above cohort median (national)
Discretionary AUM
$1.11B
Clients
377
1,446 accounts
Employees
13
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 14, 1998
- Principal office
- 50 LOCUST AVENUE, NEW CANAAN, CT, 06840
- Phone
- 203-972-8262
- Website
- https://www.htgadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.11B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,446
- Non-discretionary accounts
- 0
- Total accounts
- 1,446
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 248 | $1.06B |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 129 | $52.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 12 | 13 | increased by1 |
| May 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Mar 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Mar 1, 2026 | Clients | 375 | 377 | increased by2 |
| Mar 1, 2026 | AUM | $968,660,508 | $1,113,628,499 | increased by$144,967,991 |
| Mar 1, 2026 | Accounts | 1,411 | 1,446 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 349 | 375 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $814,776,175 | $968,660,508 | increased by$153,884,333 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,249 | 1,411 | increased by162 |
| Apr 1, 2022 | Clients | 345 | 349 | increased by4 |
| Apr 1, 2022 | AUM | $716,973,394 | $814,776,175 | increased by$97,802,781 |
| Apr 1, 2022 | Accounts | 1,201 | 1,249 | increased by48 |
| Sep 1, 2021 | Employees | 12 | 14 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HTG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HTG INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.