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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

PARKWAY ADVISORS, L.P.

CRD 112629

ABILENE, TX

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Search this name across graphsid dfx:ria:933318ff-99b5-0d6e-06b8-e14b79b74839

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 2
On other graphs: 0
Observed: Mar 27, 2012 to Mar 13, 2026
18 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.97 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.1BItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9B
Private client RAUM: $3.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $413Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 70
Individual clients: 2
High net worth clients: 1
SEC number: 801-60265
CRD: 112629
Filings on the tape: 18
First filed: Mar 27, 2012
Latest filed: Mar 13, 2026
Organised: Limited Partnership, DE
Website: parkwayadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THERON R HOLLADAY	Chartered Financial Analyst	ABILENE, TX	25	25	n/a	no
LISA LYNN DAVIDSON	n/a	ABILENE, TX	16	25	n/a	no
KYLE DAVID TIMMERMANN	n/a	ABILENE, TX	13	14	n/a	no
Trevor Ray Rupe	n/a	Abilene, TX	10	14	1	no
Nicholas Jon Chapman	n/a	ABILENE, TX	4	14	n/a	no
Bryce A Bevill	n/a	ABILENE, TX	4	11	1	no
Theron Robert Holladay	n/a	ABILENE, TX	3	10	n/a	no
Colton James Weems	n/a	ABILENE, TX	3	11	n/a	no
Phyo Wai Yan Win Swe	n/a	ABILENE, TX	1	14	n/a	no
Hunter Mitchell Huberdeau	n/a	ABILENE, TX	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIDSON, LISA, LYNN	CHIEF OPERATING OFFICER	Na	yes	07/2010	Mar 27, 2012	Mar 26, 2024
DIRECTORS INVESTMENT GROUP, INC.	PARENT COMPANY	E	yes	04/2001	Mar 27, 2012	Mar 26, 2024
DIRECTORS INVESTMENT GROUP, INC.	PARENT COMPANY	E	yes	04/2001	Mar 27, 2012	Mar 26, 2024
HOLLADAY, THERON, R	CEO / PRESIDENT	Na	yes	07/2010	Mar 27, 2012	Mar 26, 2024
PARKWAY ADVISORS GROUP, INC.	GENERAL PARTNER	Na	yes	04/2001	Mar 27, 2012	Mar 26, 2024
PARKWAY ADVISORS HOLDINGS, INC.	LIMITED PARTNER	E	yes	04/2001	Mar 27, 2012	Mar 26, 2024
RICHARDSON, JENNIFER, SUZANNE	CHIEF COMPLIANCE OFFICER & CFO	Na	yes	05/2009	Mar 27, 2012	Mar 26, 2024
THE SEALE FAMILY, L.P.	Owner	C	yes	07/1994	Mar 27, 2012	Mar 26, 2024
MOORE, MARSHA, SEALE	LIMITED PARTNER	C	no	07/1994	Mar 27, 2012	Mar 26, 2024
SEALE, BILLY, KRIS	GENERAL PARTNER	C	no	07/1994	Mar 27, 2012	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERICAN LIFE & ANNUITY COMPANY	n/a	n/a	n/a	N	yes	n/a
DIRECTORS AGENCY, LP	n/a	n/a	n/a	N	yes	n/a
FUNERAL DIRECTORS LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
FUNERAL DIRECTORS LIFE INSURANCE COMPANY OF LOUISIANA	n/a	n/a	n/a	N	yes	n/a
KENTUCKY FUNERAL DIRECTORS LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 13, 2026	$4.1B	$3.9B	16	10	0	n/a	n/a
2024	Mar 26, 2025	$3.5B	$3.3B	17	11	0	n/a	n/a
2023	Mar 26, 2024	$3.4B	$3.2B	15	9	0	n/a	n/a
2022	Mar 30, 2023	$3.2B	$3.0B	14	8	0	n/a	n/a
2021	Mar 28, 2022	$3.7B	$3.4B	12	7	0	n/a	n/a
2020	Mar 30, 2021	$3.8B	$3.5B	11	7	0	n/a	n/a
2019	Mar 30, 2020	$3.4B	$3.1B	11	7	0	n/a	n/a
2018	Mar 27, 2019	$2.2B	$2.2B	9	6	0	n/a	n/a
2017	Mar 26, 2018	$2.1B	$2.1B	9	6	0	n/a	n/a
2016	Mar 29, 2017	$1.8B	$1.8B	9	7	n/a	n/a	n/a
2015	Mar 24, 2016	$1.8B	$1.8B	9	7	n/a	n/a	n/a
2014	Mar 19, 2015	$1.8B	$1.8B	8	5	n/a	n/a	n/a
2013	Mar 25, 2014	$1.3B	$1.3B	8	5	n/a	n/a	n/a
2012	Mar 26, 2013	$1.3B	$1.3B	7	5	n/a	n/a	n/a
2011	Mar 27, 2012	$1.1B	$1.1B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.1B	$3.5B	17.6%	$3.2B	8.9%	16	17	0	0

Relationships

Registered with (13)

← Hunter Mitchell HuberdeauAdvisorregistration: current employment
Jul 1, 2025 to presentfactForm ADV
← Phyo Wai Yan Win SweAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← Colton James WeemsAdvisorregistration: current employment
Mar 9, 2023 to presentfactForm ADV
← Theron Robert HolladayAdvisorregistration: current employment
Mar 1, 2023 to presentfactForm ADV
← Bryce A BevillAdvisorregistration: current employment
Jun 10, 2022 to presentfactForm ADV
← Nicholas Jon ChapmanAdvisorregistration: current employment
Dec 8, 2021 to presentfactForm ADV
← Trevor Ray RupeAdvisorregistration: current employment
Mar 24, 2016 to presentfactForm ADV
← KYLE DAVID TIMMERMANNAdvisorregistration: current employment
Oct 5, 2012 to presentfactForm ADV
← LISA LYNN DAVIDSONAdvisorregistration: current employment
Nov 13, 2009 to presentfactForm ADV
← THERON R HOLLADAYAdvisorregistration: current employment
May 16, 2001 to presentfactForm ADV
← CHAD BRANDON HOESAdvisorregistration: previous registration
Jun 16, 2006 to Jan 13, 2023factForm ADV
← Anthony T MartinAdvisorregistration: previous registration
Jun 19, 2019 to Jul 20, 2021factForm ADV
← CARL CLAYTON PETERSONAdvisorregistration: previous registration
May 16, 2001 to Aug 11, 2010factForm ADV

Controls (6)

← RICHARDSON, JENNIFER, SUZANNEOwnerCHIEF COMPLIANCE OFFICER & CFO, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← HOLLADAY, THERON, ROwnerCEO / PRESIDENT, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← DAVIDSON, LISA, LYNNOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← DIRECTORS INVESTMENT GROUP, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV
← PARKWAY ADVISORS GROUP, INC.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV
← THE SEALE FAMILY, L.P.OwnerOWNER, ownership code C, domestic entity
Mar 27, 2012 to Mar 26, 2024factForm ADV

Owns (2)

← SEALE, BILLY, KRISOwnerGENERAL PARTNER, ownership code C, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV
← MOORE, MARSHA, SEALEOwnerLIMITED PARTNER, ownership code C, individual
Mar 27, 2012 to Mar 26, 2024factForm ADV

Dated events

Occurred
Jan 13, 2023
Advisor changed firm
Chad Brandon Hoes left Parkway Advisors, L.P. for Team Financial Strategies (registered 2023-01-20)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Parkway Advisors, L.P. reported RAUM $3.4B, up 51% from $2.2B (2019-03-27 to 2020-03-30)
Form ADVobserved 5 days ago
$1.2B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:933318ff-99b5-0d6e-06b8-e14b79b74839
First observed: Mar 27, 2012
Last observed: Mar 13, 2026 6 months 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.

PARKWAY ADVISORS, L.P.

CRD 112629

ABILENE, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:933318ff-99b5-0d6e-06b8-e14b79b74839

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THERON R HOLLADAY

Chartered Financial Analyst

ABILENE, TX

n/a

LISA LYNN DAVIDSON

n/a

ABILENE, TX

n/a

KYLE DAVID TIMMERMANN

n/a

ABILENE, TX

n/a

Trevor Ray Rupe

n/a

Abilene, TX

Nicholas Jon Chapman

n/a

ABILENE, TX

n/a

Bryce A Bevill

n/a

ABILENE, TX

Theron Robert Holladay

n/a

ABILENE, TX

n/a

Colton James Weems

n/a

ABILENE, TX

n/a

Phyo Wai Yan Win Swe

n/a

ABILENE, TX

n/a

Hunter Mitchell Huberdeau

n/a

ABILENE, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSON, LISA, LYNN

CHIEF OPERATING OFFICER

yes

07/2010

Mar 27, 2012

Mar 26, 2024

DIRECTORS INVESTMENT GROUP, INC.

PARENT COMPANY

yes

04/2001

Mar 27, 2012

Mar 26, 2024

DIRECTORS INVESTMENT GROUP, INC.

PARENT COMPANY

yes

04/2001

Mar 27, 2012

Mar 26, 2024

HOLLADAY, THERON, R

CEO / PRESIDENT

yes

07/2010

Mar 27, 2012

Mar 26, 2024

PARKWAY ADVISORS GROUP, INC.

GENERAL PARTNER

yes

04/2001

Mar 27, 2012

Mar 26, 2024

PARKWAY ADVISORS HOLDINGS, INC.

LIMITED PARTNER

yes

04/2001

Mar 27, 2012

Mar 26, 2024

RICHARDSON, JENNIFER, SUZANNE

CHIEF COMPLIANCE OFFICER & CFO

yes

05/2009

Mar 27, 2012

Mar 26, 2024

THE SEALE FAMILY, L.P.

Owner

yes

07/1994

Mar 27, 2012

Mar 26, 2024

MOORE, MARSHA, SEALE

LIMITED PARTNER

07/1994

Mar 27, 2012

Mar 26, 2024

SEALE, BILLY, KRIS

GENERAL PARTNER

07/1994

Mar 27, 2012

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERICAN LIFE & ANNUITY COMPANY

n/a

yes

n/a

DIRECTORS AGENCY, LP

n/a

yes

n/a

FUNERAL DIRECTORS LIFE INSURANCE COMPANY

n/a

yes

n/a

FUNERAL DIRECTORS LIFE INSURANCE COMPANY OF LOUISIANA

n/a

yes

n/a

KENTUCKY FUNERAL DIRECTORS LIFE INSURANCE COMPANY

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$4.1B

$3.9B

n/a

2024

Mar 26, 2025

$3.5B

$3.3B

n/a

2023

Mar 26, 2024

$3.4B

$3.2B

n/a

2022

Mar 30, 2023

$3.2B

$3.0B

n/a

2021

Mar 28, 2022

$3.7B

$3.4B

n/a

2020

Mar 30, 2021

$3.8B

$3.5B

n/a

2019

Mar 30, 2020

$3.4B

$3.1B

n/a

2018

Mar 27, 2019

$2.2B

n/a

2017

Mar 26, 2018

$2.1B

n/a

2016

Mar 29, 2017

$1.8B

n/a

2015

Mar 24, 2016

$1.8B

n/a

2014

Mar 19, 2015

$1.8B

n/a

2013

Mar 25, 2014

$1.3B

n/a

2012

Mar 26, 2013

$1.3B

n/a

2011

Mar 27, 2012

$1.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.1B

$3.5B

17.6%

$3.2B

8.9%