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PARKWAY ADVISORS, L.P.
CRD 112629File 801-60265
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.13B
Top 25% of cohort (national)
Discretionary AUM
$3.85B
Non-discretionary $275.4M
Clients
58
70 accounts
Employees
16
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 16, 2001
- Principal office
- 6550 DIRECTORS PARKWAY, ABILENE, TX, 79606-5854
- Phone
- 325-795-2111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.13B
- Discretionary AUM
- $3.85B
- Non-discretionary AUM
- $275.4M
- Discretionary accounts
- 67
- Non-discretionary accounts
- 3
- Total accounts
- 70
- AUM per client
- $71.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $105.6M |
| Insurance companies | 44 | $3.92B |
| Investment companies | 1 | $17.8M |
| High net worth individuals | Fewer than 5 | $3.7M |
| Pension and profit sharing plans | Fewer than 5 | $81.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 59 | 58 | decreased by1 |
| Apr 1, 2026 | AUM | $3,510,102,204 | $4,128,773,526 | increased by$618,671,322 |
| Apr 1, 2026 | Accounts | 59 | 70 | increased by11 |
| Feb 1, 2026 | Employees | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 42 | 59 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,717,642,609 | $3,510,102,204 | decreased by$207,540,405 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 59 | increased by17 |
| Apr 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 45 | 42 | decreased by3 |
| Apr 1, 2022 | AUM | $3,821,131,784 | $3,717,642,609 | decreased by$103,489,175 |
| Apr 1, 2022 | Accounts | 45 | 42 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARKWAY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKWAY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.