Lifeway Financial Corporation
● SEC registered since 2003CRD 114276SEC# 801-61800Plano, TX
Reg. AUM
$358.7M
Employees
5
Accounts
491
Location
Plano, TX
Lifeway Financial Corporation assets under management
Lifeway Financial Corporation is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2003. It reports $358.7 million in regulatory assets under management and employs 5 people.
Lifeway Financial Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gerrond Dallas McKee Control | Vice President/Treasurer | 25-50% | 2022 |
| Trey Houston Touchstone Control | President/Secretary/Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Lifeway Financial Corporation manage?
Lifeway Financial Corporation reports $358.7 million in regulatory assets under management on its Form ADV.
How many employees does Lifeway Financial Corporation have?
Lifeway Financial Corporation reports 5 employees.
Where is Lifeway Financial Corporation located?
Lifeway Financial Corporation is based in Plano, TX and has been SEC-registered since 2003.
Does Lifeway Financial Corporation disclose fund performance?
Lifeway Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Legacy Town Center, 7160 Dallas Parkway, Suite 520, Plano, TX 75024 |
| Phone | 972-378-3677 |
| Fax | 972-378-4988 |
| Office hours | 9:00 A.M - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$358.7M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$358.7Mregulatory AUM
Discretionary $358.7M