$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Matrix eagleHorizon +more
- Established Date
- 04-06-2021
- Office Locations
- 1
Office Locations
1213 West Morehead Street Suite 500 Charlotte NC
About Fedway Financial LLC
Fedway Financial is a fiduciary RIA providing financial planning, investment management, and federal benefits training for U.S. federal employees across career stages, with depth in government retirement and insurance benefits and TSP decisions. The firm serves clients virtually with modern online access and no account minimums, and primarily implements ETF-based portfolios (Altruist custodied).
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$123.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier Harbor
Custodian
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Investment Themes
Frontier Glacier Momentum
Investment Vehicles
Peak
Platform
Value signal
Services
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Technology
Radial Insight Focus Bridge vertex Glacier summit
Owner & Executives
JEREL WALTER HARVEY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5831447
- Ownership
- 75% or more
(882) 355-5275
value.element@vitalcapital.com
in linkedin.com/in/beacon-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,338,403 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,338,403 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,338,403
Equity - Exchange:
83.3% Cash:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,131,130,848 | 83.3% |
| Cash | $1,229,170,290 | 16.7% |
| Total | $7,360,301,138 | 100.0% |