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CRD: 113983
LEE-WAY Financial Services, INC
$132.1M Total AUM
$132.1M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-27-2003
- Office Locations
- 1
Office Locations
1711 South 28th Avenue Hattiesburg MS
About LEE-WAY Financial Services, INC
Lee-Way Financial Services is a Hattiesburg, MS-based, family-owned RIA providing asset management and financial planning, with insurance and life insurance capabilities. Portfolios are ETF-led with a supporting allocation to corporate bonds, and custody includes Charles Schwab—useful context for ETF and SMA distribution conversations.
Team overview
42 AVG AGE
$132.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Optima Legacy
Custodian
Capital fusion Unison Oak
Investment Themes
Matrix Bridge momentum
Investment Vehicles
Insight vital
Services
Prime focus Delta Legacy value Element vital Crest signal
Owner & Executives
CHAD FRIDDLE EDMONSON
Chief Compliance Officer, President
- CRD
- #6473110
- Ownership
- 75% or more
(974) 935-5785
peak.focus@primecapital.com
in linkedin.com/in/capital-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,100,000 | $614,419 |
| Non-Discretionary | $0 | -- |
| Total | $132,100,000 | $614,419 |
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Separately Managed Accounts
Total SMA Asset: $132,100,000
Equity - Exchange:
15.8% Public Funds:
21.0% Corporate - Investment Grade:
9.3% Corporate - Non-Investment Grade:
33.3% Cash:
9.2% Municipal Bonds:
11.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $550,250,047 | 15.8% |
| Public Funds | $731,345,000 | 21.0% |
| Corporate - Investment Grade | $323,881,357 | 9.3% |
| Corporate - Non-Investment Grade | $1,159,704,214 | 33.3% |
| Cash | $320,398,762 | 9.2% |
| Municipal Bonds | $397,015,857 | 11.4% |
| Total | $3,482,595,237 | 100.0% |