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Travis Lee Hood

Investment adviser representative at Htg Investment Advisors Inc
13 yearsExperience
1 stateRegistered in
PFSDesignation
$1.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Htg Investment Advisors, Inc.Jun 2025 to now
  2. Kahan, Steiger & Company, P.C.Oct 2013 to Jun 2025

Designations

  • PFS

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CT).

Htg Investment Advisors Inc

$1.1BAssets managed
377Clients
12Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8112309
Firm CRD
108614
Advisor's SEC record (opens in a new tab)
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