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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does HTG Investment Advisors invest in?","answer":"At the end of its last fiscal year, HTG Investment Advisors’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 4% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns HTG Investment Advisors?","answer":"HTG Investment Advisors’ direct owners are Alexander Zaharoff, Robin Sherwood, Kerry Connell, Allison Donaldson and Sonya Ziolkowski, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does HTG Investment Advisors get paid?","answer":"HTG Investment Advisors is paid through a percentage of assets under management and fixed fees. 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