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PATHWAYS ADVISORY GROUP, INC.
CRD 143817File 801-67921
APPROVED
Retail clients
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$388.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $388.5M
Clients
186
1,013 accounts
Employees
10
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 8, 2007
- Principal office
- 684 WEST CROMWELL AVENUE, SUITE 103, FRESNO, CA, 93711
- Phone
- 559-431-4700
- Website
- HTTP://WWW.PATHWAYSAG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $388.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,013
- Total accounts
- 1,013
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 99 | $319.9M |
| Individuals (other than high net worth individuals) | 87 | $68.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2026 | Clients | 181 | 186 | increased by5 |
| Mar 1, 2026 | AUM | $275,690,147 | $388,476,260 | increased by$112,786,113 |
| Mar 1, 2026 | Accounts | 929 | 1,013 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 167 | 181 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $246,273,482 | $275,690,147 | increased by$29,416,665 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 878 | 929 | increased by51 |
| Apr 1, 2022 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2022 | Clients | 165 | 167 | increased by2 |
| Apr 1, 2022 | AUM | $203,173,711 | $246,273,482 | increased by$43,099,771 |
| Apr 1, 2022 | Accounts | 882 | 878 | decreased by4 |
| Jul 1, 2021 | Employees | 8 | 9 | increased by1 |
| 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 “PATHWAYS ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PATHWAYS ADVISORY” 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.