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- Custodian
- Charles Schwab & Company · First Clearing · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Horizon alphaVital value
- Established Date
- 10-28-2010
- Office Locations
- 2
Office Locations
About Pawleys Investment Advisors, LLC
Pawleys Investment Advisors is a South Carolina–based registered investment advisory firm serving clients nationwide with fiduciary investment advisory, capital management, and planning support. The firm builds asset-allocation portfolios with a heavy use of ETFs and provides guidance for needs like retirement and charitable giving. Portfolios are custodied with Charles Schwab, and the practice is led by CEO and portfolio manager Kathryn Elizabeth Schwartz.
Team overview
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Accredited Investors
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHRYN ELIZABETH SCHWARTZ
Chief Executive Officer, Portfolio Manager
- CRD
- #2232157
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GEORGE MARION SEIGNIOUS III
Investment Advisor
- CRD
- #1273182
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,784,846 | -- |
| Non-Discretionary | $11,899,991 | -- |
| Total | $100,684,837 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,071,083
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,561,891,542 | 32.3% |
| Cash | $1,479,686,724 | 30.6% |
| Public Funds | $449,708,710 | 9.3% |
| Municipal Bonds | $1,344,290,552 | 27.8% |
| Total | $4,835,577,528 | 100.0% |