GREENWAY FINANCIAL, LLC

Overview

Greenway Financial, LLC is a fee-based registered investment adviser organized as an LLC that serves individuals, families and select institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee model combines percentage-of-AUM and fixed-fee engagement structures. Greenway is not positioned as an ESG investor, does not act as a pension consultant, and is not a multi-state adviser under its current filings. The firm also maintains broker-dealer, accounting and insurance industry affiliations that support its advisory and implementation capabilities. Greenway is SEC-registered as of 2025. In practice the firm tilts its portfolios toward public equities and exchange‑traded exposures while supplementing core holdings with external alternative managers for private placements and real estate. Its business model is built around discretionary portfolio management for the majority of client assets, with a smaller non‑discretionary sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices