PARKWAY ADVISORS, L.P.
SEC RegisteredGuiding insurance companies through the complexities of insurance investing and regulation is at the heart of our business.
About the firm
Parkway Advisors, LP takes a uniquely consultative approach to investment consulting, reporting, and asset management. In the investment industry, Parkway is the only investment advisor that truly customizes its services to the needs of clients by offering stand-alone consulting and reporting services. Parkway has a specific focus on serving insurance companies, including fraternal benefit societies, mutual insurance companies, commercial life and health companies, and commercial property and casualty companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, insurance investment consulting, and statutory reporting. Parkway offers stand-alone consulting and reporting services, customized to the specific needs of each insurance company client.
Who they serve
Insurance companies, including fraternal benefit societies, mutual insurance companies, commercial life and health companies, and commercial property and casualty companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2 | $2k |
| High Net Worth Individuals | 1 | $3.7M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $81M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 44 | — |
| Corporations | 0 | $0 |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Institutional Fixed Income - Up to $10M | 0.75% |
| Institutional Fixed Income - $10M to $50M | 0.33% |
| Institutional Fixed Income - $50M to $100M | 0.25% |
| Institutional Fixed Income - $100M to $250M | 0.18% |
| Institutional Fixed Income - Over $250M | 0.13% |
| Institutional Equity Only - All Asset Levels | 0.50% |
| Individual - Up to $1M | 1.25% |
| Individual - Over $1M | 1.00% |
| 401(k) Plan - Up to $1M | 0.75% |
| 401(k) Plan - $1M to $3M | 0.50% |
| 401(k) Plan - Over $3M | 0.25% |
| Mutual Fund Sub-Adviser - All Asset Levels | 0.50% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PARKWAY ADVISORS, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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