PARKWAY ADVISORS, L.P.

RIASEC RegisteredEst. 2001
Total AUM
$4.1B
Discretionary
$3.9B
93% of AUM
Avg account
$59M
Accounts
70
Employees
16
Advisory reps
10

Firm details

Headquarters
ABILENE, Texas
CRD number
112629
Registered since
May 16, 2001
Custodians
RAYMOND JAMES & ASSOCIATES, INC., U.S. BANK, N.A., U.S. BANK, N.A., U.S. BANK, N.A.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Insurance Companies94.96%
  • Corporations / Businesses2.56%
  • Pension & Profit Sharing Plans1.96%
  • Investment Companies0.43%
  • HNWI0.09%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Parkway Advisors, L.P. is a limited partnership that manages concentrated fixed-income portfolios for a mix of high-net-worth individuals, families and institutional clients. The firm’s investment activity centers on separately managed accounts with a clear tilt toward investment-grade corporate bonds as the core holding. Parkway provides portfolio management across individual and institutional mandates and also offers pension consulting services, indicating experience with liability-sensitive mandates and custom fixed-income solutions. Fee arrangements include both percentage-of-assets and fixed-fee structures, which supports a mix of ongoing discretionary mandates and fee-for-service advisory engagements. Parkway is not an active ESG investor and is not registered as a multi-state adviser; it appears structured to deliver tailored, credit-sensitive income strategies rather than broad thematic or ESG-driven mandates. Custody relationships with major custodians support a centralized operations model that favors institutional-grade administration for larger accounts. Parkway supplements its fixed-income core with allocations to external managers in alternative real assets and commodity-oriented strategies. The firm also uses packaged products such as mutual funds and annuities where appropriate, typically as complementing building blocks rather than primary sleeves.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 75%, US Government Bonds 9%, State & Local Bonds 7%, Exchange Traded Equities 4%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%75%
  • Investment Grade Corp Bonds75%
  • US Government Bonds9%
  • State & Local Bonds7%
  • Exchange Traded Equities4%
  • Non-Investment Grade Corp Bonds3%

Owners & executives

2 of 2
  • LISA DAVIDSON

    Chief Operations OfficerCRD 5530924

  • THERON HOLLADAY

    President and CEOCRD 4396270

Contacts

3 of 8
  • TREVOR RUPE

    Portfolio ManagerCRD 5963823

  • Theron Holladay

    Investment StrategistCRD 7706647

  • Hunter Huberdeau

    Investment AnalystCRD 8067182

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ABILENE, TX

TAYLOR

Location

ABILENE, TX

Headquartered in ABILENE, TX, in the South of the United States.

Region
South
County
TAYLOR
Address
6550 Directors Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth