# Greenway Financial, LLC

> Greenway Financial, LLC is an SEC-registered investment advisory firm in Farmington Hills, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 288864
- Filed as: GREENWAY FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Farmington Hills, MI
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288864
- AdvisorCensus page: https://advisorcensus.com/firm/greenway-financial-llc-farmington-hills-mi-288864

## Quick answers

**How is Greenway Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Greenway Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Greenway Financial, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $500 to $2,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Greenway Financial, LLC located?**
Greenway Financial, LLC's principal office is in Farmington Hills, MI, according to its Form ADV.

**Is Greenway Financial, LLC registered with the SEC or a state?**
Greenway Financial, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288864.

**How much does Greenway Financial, LLC manage?**
Greenway Financial, LLC reports $151,359,822 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (89% discretionary).

**How have Greenway Financial, LLC's assets and staff changed since 2025?**
In the Form ADV data for Greenway Financial, LLC: Regulatory assets under management: $137,751,384 in the October 2025 data and $151,359,822 in the October 2026 data, up 10%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greenway Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (36); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Greenway Financial, LLC use?**
Greenway Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Greenway Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288864

**Does Greenway Financial, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not require a minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not require a minimum account size.

- Flat fee: $500 to $2,500 (financial planning services)

> We may charge a fixed fee between $500 to $2500 for our financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,359,822
- Discretionary: $135,115,209
- Non-discretionary: $16,244,613

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $71,006,497 |
| High net worth individuals | 36 | $64,671,715 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $15,681,610 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investingreenway.com](https://investingreenway.com)
- Facebook @INVESTINGREENWAY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $137,751,384 | 3 | March 20, 2025 |
| October 2026 | $151,359,822 | 4 | February 26, 2026 |

Regulatory assets under management: $137,751,384 in the October 2025 data and $151,359,822 in the October 2026 data, up 10%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenway Financial, LLC (CRD 288864): Form ADV filing data as of October 2026.