Parkway Wealth Management Group, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 333971
· SEC file 801-131974
· Plano, TX
· www.linkedin.com
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ADV data as of Mar 05, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 1,342
- Avg AUM / client
- $910K
- Accounts
- 4,399
- Employees
- 27
AUM over time
$0
$1.2B
Dec 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,027 | $263M | 21.5% |
| High net worth individuals | 283 | $919M | 75.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $360K | 0.03% |
| Charitable organizations | 7 | $7.4M | 0.61% |
| State or municipal government entities | Fewer than 5 clients | $1.1M | 0.09% |
| Corporations and other businesses | 25 | $31.1M | 2.54% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chris Oberling | Registered representative | CFP | Apr 2025 (1y) | |
| Christopher David Colon | Registered representative | CFP | Apr 2025 (1y) | |
| Gavin Ray Baker | Registered representative | CFP | Apr 2025 (1y) | |
| Holly Elizabeth Pace | Registered representative | Apr 2025 (1y) | ||
| Helen Foster Hackney Conley | Registered representative | Apr 2025 (1y) | ||
| Joel Marshall Hackney | Registered representative | Apr 2025 (1y) | ||
| John Strickland | Registered representative | Apr 2025 (1y) | ||
| Joshua Wardle | Registered representative | Apr 2025 (1y) | ||
| Michael Jack Goodman | Registered representative | Apr 2025 (1y) | ||
| Michael Branch | Registered representative | Apr 2025 (1y) | ||
| Ricky Earl Brown | Registered representative | Apr 2025 (1y) | ||
| Robert Dwight Mcmeen | Registered representative | Apr 2025 (1y) | ||
| Scarlett Rebecca Long | Registered representative | CFP | Apr 2025 (1y) | |
| Tamlyn Ray Baker | Registered representative | CFP | Apr 2025 (1y) | |
| Charles Grien Triplett | Registered representative | Apr 2025 (1y) | ||
| Tyler West Hastings | Registered representative | CFP | Apr 2025 (1y) | |
| Jackson Hardy Baker | Registered representative | May 2025 (1y) | ||
| Elizabeth Kate Rauschmayer | Registered representative | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $1.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗