RIA Intel›Advisers›Mississippi›PATHWAY PLANNING INC

PATHWAY PLANNING INC

Advisory

BROOKHAVEN, MS

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account

$528K

across 22 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMS

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

22 clients

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

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Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

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KELLY CAPITAL GROUP, LLC

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SECURITY CREDIT SERVICES, LLC

$19M

WEALTH MANAGEMENT, LLC

$20M

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