9AT: PARKWAY ADVISORS, L.P.

Adviser Profile

As of Date	03/13/2026
Registration	SEC, Approved, 05/16/2001
ADV Location	ABILENE, TX, United States
Contact Info	325 xxxxxxx
Websites

AUM^*	4,128,773,526 21%
of that, discretionary	3,853,355,355 22%
Number of Employees	16 7%
of those in investment advisory functions	10 11%
Private Fund GAV^*	0
Avg Account Size	58,982,479 -5%
% High Net Worth	1.72% 100%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser VESTMARK ADVISORY SOLUTIONS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM49.9b	#Funds-
Adviser 1505 CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM485.7m	#Funds-
Adviser TRUSTAGE INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.0b	AUM39.5b	#Funds6
Adviser LCG ASSOCIATES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.6b	#Funds-
Adviser WEITZ INVESTMENT MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.1b	#Funds-
Adviser PRECISION FIDUCIARY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM24.1b	#Funds-
Adviser CHARTWELL INVESTMENT PARTNERS, LLC	Hedge Fund525.8k	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV525.8k	AUM13.0b	#Funds1
Adviser MEKETA INVESTMENT GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund205.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV205.1m	AUM10.0b	#Funds1
Adviser ZUNA, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM411.3m	#Funds-
Adviser ARTEMIS WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund15.1m	Total Private Fund GAV15.1m	AUM1.9b	#Funds1

Brochure Summary

Overview

FirmDescription: Parkway Advisors, L.P. (“Parkway”) is an investment advisory service firm that is focused on managing assets for insurance companies. Parkway also manages assets for investment companies, pension plans, trusts, individuals, business entities and other institutions. Parkway is a Limited Partnership owned by Parkway Advisors Group, Inc. (General Partner) and Parkway Advisors Holdings, Inc. (Limited Partner). Both of these entities are wholly owned subsidiaries of Directors Investment Group, Inc., a holding company of several businesses which include agencies and insurance companies. Parkway was formed in April of 2001 and has been registered with the SEC as an investment adviser since May 16, 2001. DescriptionofAdvisoryServices:  Custom Advisory Program: Parkway provides investment advisory services to its clients by advising and/or effecting purchases and sales of securities such as equities, options, debt instruments, certificates of deposit, municipal and governmental securities and/or mutual fund shares in or for its clients’ accounts which will provide proper diversification and help meet the client’s stated investment objectives.  Investment Reporting Program: Parkway also, in conjunction with its insurance- related advisory clients, provides certain industry reporting services. The Investment Reporting Program includes services such as: insurance investment plan writing, asset cash flow generation, account review, investment performance review, accounting, and related reporting (Schedules D, DA, E, IMR/AVR, RBC). Fees associated with

these services are negotiated on (a) an asset-based fee rate together with the Custom Advisory Program, (b) a fixed fee based on various account factors such as: size, complexity, and duration.  Investment Consulting Program: Parkway also, in conjunction with its insurance- related advisory clients, provides certain industry consulting services. The Investment Consulting Program includes services such as: evaluation and assistance with investment policy, analysis of portfolio structure, financial reporting, asset- liability assessment, peer review, product integration and risk evaluation. Fees associated with these services are negotiated on a fixed fee basis or together with the Custom Advisory Program. The amount of fixed fees is based on various account factors such as: size, complexity, and duration.  401k Advisory Program: Parkway Advisors provides investment solutions for all types of retirement plans, including defined contribution (401(k), 403(b), IRAs, profit sharing, and defined benefit plans (pensions). Parkway can create or manage an existing Retirement Plan. Parkway coordinates all necessary components of a successful program, including a fund custodian or trustee, investment advisory services, administration, record keeping, training and customer service. WrapFeePrograms: Parkway Advisors does not participate in wrap fee programs. ClientAssetsUnderManagement: As of December 31, 2023, Parkway managed approximately $3.154 billion of client assets on a discretionary basis and approximately $250 million of client assets on a non-discretionary basis.

PARKWAY ADVISORS, L.P.

PARKWAY ADVISORS, L.P.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

PARKWAY ADVISORS, L.P. PARKWAY ADVISORS, L.P.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PARKWAY ADVISORS, L.P.

PARKWAY ADVISORS, L.P.