PAVE Investment Advisors, LLC.
SEC RegisteredPave your way to a better financial future today!
About the firm
Pave Finance is an investment advisory firm offering a customized asset scoring and portfolio management system originally developed by Stephen Evans. The firm is co-founded by Peter Corey, a hedge fund manager and CIO with nearly 40 years of experience, and Pascal, a former McKinsey consultant turned entrepreneur. Pave provides customized portfolio solutions to clients via its software platform, available on iOS and Android.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Pave provides clients with customized portfolios using its proprietary software and asset scoring system, previously used to manage separate accounts ranging from $50 million to $100 million. The platform is accessible to individual investors via a mobile app on iOS and Android.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 74 | $26M |
| Insurance Companies | 19 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 23, 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. PAVE Investment Advisors, LLC. 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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