Asset manager · Abilene, TX
Parkway Advisors, L.P.
SEC-registered investment adviser · CRD 112629 · SEC 801-60265
At a glance
Parkway Advisors, L.P. is an SEC-registered investment adviser based in Abilene, Texas, with $4.1 billion in regulatory assets under management as of its Form ADV filed March 13, 2026. Its largest client group by assets is insurance companies, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 767th of 3,218 asset managers and 2,380th of 17,210 SEC-registered advisers by assets.
Main office 325-795-2111parkwayadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.1B
- Rank among asset managers
- #767 of 3,218
- Rank among all SEC RIAs
- #2,380 of 17,210
- Rank in Texas
- #104 of 1,081
- Individual clients
- 3
- High-net-worth clients
- 1
- Accounts
- 70
- Discretionary
- 93% of AUM
- Employees
- 16
- Advisory staff
- 10
- Offices
- 1
Owners and executives on its Form ADV
- Theron R HolladayCEO / President
- Lisa L. DavidsonChief Operating Officer
- Theron R. HolladayChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 44 | $3.9B | 95% |
| Corporations or other businesses | 7 | $106M | 3% |
| Pension and profit sharing plans | 3 | $81M | 2% |
| Investment companies | 1 | $18M | <1% |
| High-net-worth individuals | 1 | $4M | <1% |
| Individuals | 2 | $0M | <1% |
Disciplinary disclosures
Parkway Advisors, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗parkwayadvisors.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 745 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Parkway Advisors, L.P. manage?
Parkway Advisors, L.P. reports $4.1 billion in regulatory assets under management across 70 accounts, 93% of it on a discretionary basis, on its Form ADV filed March 13, 2026.
What kind of firm is Parkway Advisors, L.P.?
Parkway Advisors, L.P. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Parkway Advisors, L.P.’s clients?
By assets, its largest client types are insurance companies ($3.9 billion, 44 clients); corporations or other businesses ($106 million, 7 clients); pension and profit sharing plans ($81 million, 3 clients).
Does Parkway Advisors, L.P. have any disciplinary history?
Parkway Advisors, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Parkway Advisors, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →