$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
15 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- ZenithAtlas unison
- Established Date
- 09-21-2010
- Office Locations
- 3
Office Locations
-- Charlotte NC
-- Lake Wylie SC
-- SAN Antonio TX
About Pathfinder Planning LLC
Pathfinder Planning is a planning-first RIA serving busy working families, pairing goal-based financial planning with ongoing investment management. The firm focuses on simplifying competing priorities into clear decisions and actionable next steps. Custody includes Charles Schwab and Betterment, and the team is connected with professional planning networks such as NAPFA and XYPN.
Team overview
53 AVG AGE
$9.7M AVG AUM / ADVISOR
$508.9K AVG AUM / CLIENT
8.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Prime Vital north Vertex frontier Matrix Zenith momentum
Client Personas
Vertex signal Catalyst summit
Custodian
Harbor harbor Meridian element Summit ember Crest beacon Ember Peak insight
Investment Themes
Pioneer bridge Element Vital Insight meridian Prime
Investment Vehicles
Catalyst Unison
Services
Element Signal ridge Bridge summit Crest Ember vital Vector momentum Legacy harbor Peak meridian Legacy momentum
Technology
Vector wave Radial
Owner & Executives
PAMELA JEAN HORACK
PARTNER
- CRD
- #3172152
- Ownership
- 75% or more
(981) 505-4053
element.pioneer@zenithcapital.com
in linkedin.com/in/legacy-crest
AARON MICHAEL SALMON
Director, PARTNER
- CRD
- #3072735
- Ownership
- 25% but less than 50%
(593) 781-2294
legacy.catalyst@harborcapital.com
in linkedin.com/in/wave-frontier
Showing 2 of 2 owners & executives
Unlock allContacts
K
Karina Moretz
--
- CRD
- #8218629
(744) 876-2201
timber.capital@quantumcapital.com
in linkedin.com/in/horizon-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,006,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,006,098 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,006,098
Public Funds:
22.2% Cash:
60.6% Equity - Exchange:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,904,359,833 | 22.2% |
| Cash | $5,198,387,652 | 60.6% |
| Equity - Exchange | $1,475,449,961 | 17.2% |
| Total | $8,578,197,446 | 100.0% |