RIA Intel›Advisers›Missouri›PATHFINSERV LLC

PATHFINSERV LLC

Advisory

MO

Data as of Jun 4, 2026 · Source: SEC Form ADV

Rank in MO

#336

of 342 advisers by AUM

Average account

$156K

across 286 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$44M

Non-Discretionary AUM$766K

Discretionary %98.3%

Total Clients107

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MO, NM, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

107 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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