Datapath Investment Advisors, Inc.

Overview

Datapath Investment Advisors, Inc. is an institutional-registered investment advisor organized as a corporation and owned by an individual. The firm serves an institutional client base while also offering portfolio management for individuals, small businesses, and business or institutional accounts. It operates as an insurance broker in addition to advisory activities. Fee arrangements are non-asset-based — the firm charges hourly fees and fixed fees rather than percentage-based ongoing management fees. Datapath is not positioned as a capital allocator, does not report multi-state registration, and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives