PARKWAY ADVISORS, L.P.
Firm details
- Headquarters
- ABILENE, Texas
- CRD number
- 112629
- Registered since
- May 16, 2001
- Website
- www.parkwayadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds75%
- US Government Bonds9%
- State & Local Bonds7%
- Exchange Traded Equities4%
- Non-Investment Grade Corp Bonds3%
Owners & executives
2 of 2LISA DAVIDSON
Chief Operations OfficerCRD 5530924
THERON HOLLADAY
President and CEOCRD 4396270
Contacts
3 of 8TREVOR RUPE
Portfolio ManagerCRD 5963823
Theron Holladay
Investment StrategistCRD 7706647
Hunter Huberdeau
Investment AnalystCRD 8067182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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