This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=2.0

Regulatory AUM

$1.2BItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.2B

Private client RAUM

$1.2BderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

18

RAUM per advisor

$67.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

27

Advisory employees

16

Offices

4Schedule D 1.F, beyond the principal office

Accounts

4,399

Individual clients

1,027

High net worth clients

283

Custody, client assets

$1.4B

SEC number

801-131974

CRD

333971

Filings on the tape

4

First filed

Jan 15, 2025

Latest filed

Sep 14, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 31, 2025
  Team lift-out

  16 advisors left Raymond James Financial Services Advisors, Inc (Plano, TX) for Parkway Wealth Management Group, LLC on the same day

  Form ADVobserved 4 days ago
  16 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69ded590-605e-bd2b-c5a5-03ca0dcacf97

First observed

Jan 15, 2025

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.