Firm profile

PARKWAY ADVISORS, L.P.

ABILENE, TXCRD 112629Latest ADV March 13, 2026

Parkway Advisors, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Abilene, TX. Its latest Form ADV filing, dated March 13, 2026, reports $4.1B in regulatory assets under management, 16 employees, and 70 accounts.

Assets Under Management
$4.1B
Employees
16
Offices
--
Total Clients
58
Primary office
ABILENE, TX
6550 DIRECTORS PARKWAY, ABILENE, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOTheron R. Holladay
CCOTheron R. Holladay
COOLisa L. Davidson

Advisory services offered

5 types reported
Other advisory services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentInsurance Cos. represent 75.9% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
75.9%
44
2
Corporations
12.1%
7
3
Pension Plans
5.2%
3
4
Individuals
3.4%
2
5
HNWI
1.7%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.1Bas of March 13, 2026
Discretionary93.3%
$3.9B
93% of total RAUM93.3%
Non-discretionary6.7%
$275M
7% of total RAUM6.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$4.1B
Total Accounts70
10Y AUM Change+$2.3B (+130.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee4:1
10Y Employee Change+7 (+77.8%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.