DATAPATH INVESTMENT ADVISORS, INC.

Overview

Datapath Investment Advisors, Inc. is a small corporate RIA that combines portfolio management with insurance-brokerage activity. The firm operates with an owner-type classified as individual and targets institutional clients while also offering portfolio management for individuals, small businesses, and institutions. Its investment posture tilts to liquid equity exposures: the firm lists exchange-traded equities as its primary asset type and shows a clear preference for equity allocations. Fee arrangements are non‑transactional advisory engagements billed via hourly charges or fixed fees rather than percentage-based ongoing investment management. Datapath is not an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices