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HTG INVESTMENT ADVISORS INC

NEW CANAAN, CT · CRD 108614 · IAPD ↗ · htgadvisors.com · 203-972-8262

$1.11BRegulatory AUM
12Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
March 2026 — HTG INVESTMENT ADVISORS INC changed its website from htginvestmentadvisors.com to htgadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
March 2026 — HTG INVESTMENT ADVISORS INC crossed $1B in regulatory AUM ($968.7M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.