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Pathways Advisory Group, Inc.

Pathways Advisory Group, Inc.. CRD 143817

Pathways Advisory Group, Inc. logo

CRD: 143817

Pathways Advisory Group, Inc.

Fresno, CA, 93711
5594314700
www.pathwaysag.com
$388.5M Total AUM
$0 Disc. AUM
13.6% 3Y CAGR
10 Employees
186 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
06-08-2007
Office Locations
1

Office Locations

684 West Cromwell Avenue Suite 103 Fresno CA

About Pathways Advisory Group, Inc.

Pathways Advisory Group is a Fresno, CA wealth management firm providing personalized financial planning and investment management, with integrated tax planning, retirement accumulation/withdrawal, and estate/beneficiary planning. The team also supports education planning, business succession, and charitable giving. Portfolios commonly use ETFs and mutual funds; the firm custodies with Charles Schwab and uses Tamarac.

Team overview

38 AVG AGE
$77.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
9.7 yrs AVG TENURE
10 Employees
5 Advisory Reps
5 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Focus quantum Wave Glacier

Client Personas

Timber

Custodian

Element matrix Zenith Vital legacy Oak

Investment Themes

Legacy Summit Delta insight

Investment Vehicles

Timber Timber signal Vital zenith

Platform

Focus summit Unison

Services

Element Horizon Element north Focus Momentum value Glacier Value Fusion fusion Value Bridge Glacier meridian Oak

Owner & Executives

J

JEFFREY SCOTT KARST

Financial Planner, President, Vice President

CRD
#5932457
Ownership
25% but less than 50%
(856) 839-5016
zenith.radial@pioneercapital.com
in linkedin.com/in/radial-atlas
DUSTIN JOSEPH SMITH

DUSTIN JOSEPH SMITH

Vice President

CRD
#4838256
Ownership
25% but less than 50%
(861) 923-8201
pathway.vital@catalystcapital.com
in linkedin.com/in/frontier-insight
E

Eagle harbor

Ember prime wave

CRD
#78725
Ownership
5.7%
(665) 204-5347
summit.timber@bridgecapital.com
in linkedin.com/in/legacy-timber

Showing 2 of 3 owners & executives

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Contacts

MICHELLE LYN CARTER

MICHELLE LYN CARTER

Financial Planner

CRD
#5506079
(413) 336-7562
ember.radial@eaglecapital.com
in linkedin.com/in/vertex-focus
Whitney Suzanne Kelley

Whitney Suzanne Kelley

Financial Planner

CRD
#7306176
(318) 563-8858
glacier.horizon@capitalcapital.com
in linkedin.com/in/value-glacier
F

Foundation beacon

Ember matrix summit

CRD
#42547
(227) 432-9833
vertex.momentum@unisoncapital.com
in linkedin.com/in/legacy-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-16-2022
10-17-2023
03-01-2024
06-10-2025
04-22-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $388,476,260 $383,491
Total $388,476,260 $383,491

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Separately Managed Accounts

Total SMA Asset: $388,476,260

$388.5M Total SMA
Public Funds:
46.1%
Equity - Exchange:
53.9%
Asset class Assets Assets %
Public Funds $1,065,084,906 46.1%
Equity - Exchange $1,245,294,500 53.9%
Total $2,310,379,406 100.0%

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