|
⚲
|
| Keyboard |
| Parkway Advisors LP
✚
|
|
|---|---|
| CRD # | 112629 |
| SEC # | 801-60265 |
| CIK # | |
| AUM | 4,128.8 M (2026-03-13) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 325-795-2111 |
| Address | 6550 Directors Parkway Abilene, TX 79606-5854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 44 | 3.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 70 | 4.1 |
| By Discretionary | ||
| Discretionary | 67 | 3.9 |
| Non-Discretionary | 3 | 0.3 |
| Total | 70 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 70 | 4.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crossingbridge Advisors LLC
✚
|
NY | 4,182.1 M |
|
Essex Financial Services Inc
✚
|
CT | 4,170.0 M |
|
IPG Investment Advisors LLC
✚
|
CA | 4,136.5 M |
|
Founders Financial Securities LLC
✚
|
MD | 4,135.1 M |
|
Archpoint Investors LLC
✚
|
FL | 4,133.1 M |
|
Capital Generation Partners LLP
✚
|
4,120.8 M | |
|
Finaccess Advisors LLC
✚
|
FL | 4,113.6 M |
|
Gerber Kawasaki Inc
✚
|
CA | 4,109.6 M |
|
Performance Wealth Partners LLC
✚
|
IL | 4,092.6 M |
|
Financial Advocates Investment Management
✚
|
WA | 4,074.5 M |