CRD: 124801
Pathway Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- FocusFusion momentum +more
- Established Date
- 09-26-2003
- Office Locations
- 2
Office Locations
About Pathway Financial Advisors, LLC
Pathway Financial Advisors is a fee-only fiduciary RIA providing holistic financial planning built around its Guided Discovery process—helping individuals and families clarify values, model scenarios, and implement plans proactively. Investment work emphasizes diversified asset allocation using ETFs and mutual funds, with fixed-income and ESG/SRI considerations where appropriate. Custody commonly at Schwab or Fidelity; the firm limits client relationships to stay high-touch.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT ANTHONY BEAUDIN
Financial Planner, Founder
- CRD
- #4694627
- Ownership
- 75% or more
JONATHAN JENNESS SMITH
Lead Financial Planner, Partner
- CRD
- #3128341
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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DARREN JAMES BECK
Financial Planner
- CRD
- #2913386
Mary Beth Brigham
--
- CRD
- #6580834
Value crest
Insight pathway momentum
- CRD
- #20036
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,649,189,273 | $1,437,828 |
| Non-Discretionary | $0 | -- |
| Total | $1,649,189,273 | $1,437,828 |
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Separately Managed Accounts
Total SMA Asset: $1,649,189,273
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $453,844,702 | 10.3% |
| U.S. Government/Agency | $414,188,369 | 9.4% |
| Cash | $1,233,752,587 | 28.0% |
| Equity - Exchange | $1,092,752,292 | 24.8% |
| Corporate - Investment Grade | $1,211,721,290 | 27.5% |
| Total | $4,406,259,240 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS VECTOR | MERIDIAN CAPITAL | YZ1QSVM6Z | UKDY | 1.31% | $50,842,981 |
| PATHWAY SUMMIT VECTOR | CAPITAL QUANTUM | UVSCS5OHV | VZLI | 1.12% | $16,202,298 |
| RADIAL VECTOR | VITAL MOMENTUM | EXCG7VXIK | MBO | 10.96% | $36,022,740 |
| RADIAL PRIME EMBER | ELEMENT VALUE | RWJQWYC41 | KHA | 2.61% | $53,589,219 |
| MERIDIAN DELTA | SIGNAL FRONTIER | DXUXBI4DO | QOOD | 10.32% | $24,716,316 |
| EMBER VECTOR UNISON | HORIZON CREST | FEEY5CNDW | FCYCO | 11.24% | $53,696,079 |
| VITAL OAK | SUMMIT RIDGE | YAUMSN7HL | MCQV | 11.82% | $56,678,481 |
| FOUNDATION WAVE INSIGHT | CATALYST OAK | PMXQSANG6 | GAFEE | 9.08% | $46,706,703 |