Arrowhead Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,686,530
Clients
32
Advisors
1
of 1 employees
About
The firm provides discretionary portfolio management primarily for individuals, families, trusts, estates and retirement accounts, and also manages accounts for non-profit organizations and educational savings plans. It can serve as a service provider to corporate retirement plans at the sponsor or participant level while focusing on equity and bond portfolios aimed at long-term growth and dividend income.
The firm’s investment process emphasizes fundamental research—reviewing issuer quarterly reports, profit and loss statements, balance sheets and market charts—and seeks diversified total return through stock and bond selection with periodic, client-driven portfolio adjustments. It operates on a fee-only basis, does not offer insurance or formal financial planning services, accepts client-directed investment restrictions, and limits cryptocurrency exposure to publicly traded ETFs rather than direct custody or wallet management.
What is distinctive is the firm’s explicit management of charitable/non-profit accounts and its capacity to provide pension consulting or retirement-plan services in addition to individual wealth management, services that are less common among solo independent advisers. The firm also follows a multi-decade, family-derived research approach and combines that methodology with a custodian-based, fee-only model and occasional crypto-ETF exposure, a service mix atypical for similarly sized independent practices.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.25% per year $3,000,001+: 1.00% per year
Fee-only: Clients pay 1.25% annually on assets under $3,000,000 and 1.0% annually on assets over $3,000,000.
Main office
Milton GA
Advisors at this office
1
Most active in
California · Georgia
Also doing business as
Arrowhead Investment Advisors · Arrowhead Investment Advisors, LLC · Roth, Ashley Anne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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