# Pave Investment Advisors, LLC.

> Pave Investment Advisors, LLC. is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 322420
- Filed as: PAVE INVESTMENT ADVISORS, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322420
- AdvisorCensus page: https://advisorcensus.com/firm/pave-investment-advisors-llc-new-york-ny-322420

## Quick answers

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

**How much does Pave Investment Advisors, LLC. charge?**
Its Form ADV Part 2A brochure dated January 23, 2026 states: Asset-based fee: 0.12% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pave Investment Advisors, LLC. located?**
Pave Investment Advisors, LLC.'s principal office is in New York, NY, according to its Form ADV.

**Is Pave Investment Advisors, LLC. registered with the SEC or a state?**
Pave Investment Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322420.

**How much does Pave Investment Advisors, LLC. manage?**
Pave Investment Advisors, LLC. reports $669,568,934 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (8% discretionary).

**How have Pave Investment Advisors, LLC.'s assets and staff changed since 2022?**
In the Form ADV data for Pave Investment Advisors, LLC.: Regulatory assets under management: $53,717,953 in the October 2022 data and $669,568,934 in the October 2026 data, up 1146%. Total employees: 3 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pave Investment Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); other investment advisers (19).

**Does Pave Investment Advisors, 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/322420

**What changed in Pave Investment Advisors, LLC.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 January 23, 2026)

- Asset-based fee: 0.12% to 1% a year (a range, as the brochure states it)

> Pave's fees on an assets under management basis may range from 0.12% to 1.00% per annum.

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

### Regulatory assets under management (Item 5.F)
- Total: $669,568,934
- Discretionary: $52,590,000
- Non-discretionary: $616,978,934

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $25,821,123 |
| Other investment advisers | 19 | $643,747,811 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anchor.fm/pavefinance
- pavefinance.com
- Facebook @pavefinance
- Instagram @pavefinance
- TikTok @pavefinance

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $53,717,953 | 3 | September 19, 2022 |
| October 2023 | $102,571,931 | 7 | August 6, 2023 |
| October 2024 | $115,451,200 | 7 | August 31, 2024 |
| October 2025 | $669,568,934 | 7 | March 25, 2025 |
| October 2026 | $669,568,934 | 7 | June 3, 2026 |

Regulatory assets under management: $53,717,953 in the October 2022 data and $669,568,934 in the October 2026 data, up 1146%.
Total employees: 3 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pave Investment Advisors, LLC. (CRD 322420): Form ADV filing data as of October 2026.