HATTIESBURG, MSCRD 113983Registration Status: ApprovedEffective since April 6, 2026Latest ADV March 5, 2026
Lee-Way Financial Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Hattiesburg, MS. Its latest Form ADV filing, dated March 5, 2026, reports $132M in regulatory assets under management, 2 employees, and 215 accounts.
Assets Under Management
$132M
Employees
2
Offices
--
Total Clients
108
Primary office
HATTIESBURG, MS
1711 SOUTH 28TH AVENUE, HATTIESBURG, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.8% of total clients.
Top client categories% of clientsClients
1
Individuals
52.8%
57
2
HNWI
42.6%
46
3
Charitable
3.7%
4
4
Corporations
0.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of March 5, 2026
Discretionary100.0%
$132M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts215
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee54:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.