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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- InsightFoundation optima +more
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC is a holistic RIA in Auburn, Indiana focused on retirement planning and multigenerational wealth. The firm emphasizes long-term, income-oriented investment strategy, using ETFs as a core vehicle alongside high-quality fixed income and public funds. Planning work includes coordinating legacy assets with key legal documents; custody includes Fidelity/NFS and Merrill Lynch.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL MATTHEW GRIMM
Investment Adviser, Partner
- CRD
- #6287745
- Ownership
- 25% but less than 50%
STEVEN ERIC POST
Chief Investment Officer, Investment Adviser, Managing Member, Partner
- CRD
- #6140150
- Ownership
- 25% but less than 50%
Beacon peak
Insight prime eagle
- CRD
- #65603
- Ownership
- 7.1%
Showing 2 of 4 owners & executives
Unlock allContacts
AUSTIN SCOTT MILLER
Investment Advisor Representative
- CRD
- #6399252
Jordan Micah Pfister
Investment Advisor
- CRD
- #7488138
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,223,965 | $286,148 |
| Non-Discretionary | $0 | -- |
| Total | $524,223,965 | $286,148 |
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Separately Managed Accounts
Total SMA Asset: $524,223,965
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $915,579,929 | 13.0% |
| Corporate - Investment Grade | $936,708,696 | 13.3% |
| Public Funds | $1,760,730,632 | 25.0% |
| Cash | $894,451,161 | 12.7% |
| Municipal Bonds | $1,535,357,111 | 21.8% |
| U.S. Government/Agency | $1,000,094,998 | 14.2% |
| Total | $7,042,922,527 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN UNISON BRIDGE | EMBER MATRIX | KNBZ2LNQ1 | HSO | 4.87% | $73,705,042 |
| ATLAS VERTEX MERIDIAN | UNISON BRIDGE | HLXRE86E7 | JREDA | 7.98% | $63,836,566 |
| BRIDGE CREST | VECTOR ZENITH | PUBKD5S6O | FUYR | 12.19% | $33,708,470 |
| MATRIX WAVE | UNISON EAGLE | L7UQ3VINW | XGQ | 6.55% | $24,269,235 |
| VALUE ELEMENT GLACIER | WAVE VALUE | 9WO0YYH8C | GBLUB | 3.80% | $77,548,110 |
| RADIAL MERIDIAN FOCUS | PRIME TIMBER | W85F57Q77 | WCHSH | 6.45% | $6,080,479 |
| EMBER GLACIER | INSIGHT NORTH | 3YD4V0CZX | HQN | 4.53% | $73,838,216 |
| RADIAL GLACIER | QUANTUM FUSION | YCK7QT29Z | DPQBI | 3.52% | $99,687,924 |