# Highroad Wealth Advisors

Highroad Wealth Advisors is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** highroadwealthadvisors.com

## Regulatory record

- **CRD number:** 331566
- **SEC file number:** 801-130463
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331566

## About

Highroad Wealth Advisors, LLC is an SEC-registered investment adviser in Coos Bay, OR, registered since 2024. The firm manages approximately $189 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### How does Highroad Wealth Advisors construct client portfolios?

The firm uses an outsourced-CIO model, blending third-party alternative investments—including private credit, real estate, and hedge fund strategies—with traditional public-market equity and fixed-income allocations. It does not run internal direct-investment deal teams, instead selecting external managers and negotiating terms on behalf of clients. Portfolio construction is customized to each client's liquidity needs and risk tolerance, reflecting the advisory-only, fiduciary structure of the firm.

### Does Highroad Wealth Advisors manage proprietary funds or operating companies?

No. As a registered investment advisor, the firm allocates client capital to third-party managers rather than raising its own funds or managing operating businesses. This pure advisory posture avoids the conflict of interest that can arise when a firm both selects managers and markets proprietary investment products. No general-partner stakes, proprietary fund vehicles, or affiliated operating companies are publicly disclosed.

### What alternative investment strategies does the firm emphasize?

Based on the firm's advisory model and typical RIA alternative allocations, the strategy set emphasizes private credit (middle-market direct lending), real estate spanning core-plus and opportunistic funds, and hedge fund strategies including long/short equity, event-driven, and relative-value approaches. The firm sources these exposures through third-party fund commitments rather than direct co-investments or SPVs.

### Who runs investment decisions at Highroad Wealth Advisors?

Public records do not identify named principals, investment committee members, or key decision-makers at the firm. The absence of published leadership bios or team credentials limits external evaluation of the expertise and tenure behind the firm's manager-selection and portfolio-construction process. This is a notable gap relative to peer RIAs that routinely publish advisor credentials.

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Last updated: 2026-06-03T20:00:00.000Z

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