{
  "crd_number": 281879,
  "slug": "tradeway-austin-tx-281879",
  "primary_business_name": "TRADEWAY",
  "legal_name": "DESIGNER TECHNOLOGIES, INC.",
  "dbas": [
    "DTI NEUVENTURE",
    "NVOWS",
    "TRADEWAY"
  ],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-04-15",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 89228820.0,
  "raum_discretionary": 89228820.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 36,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 74413564.0,
      "count": 601
    },
    "high_net_worth_individuals": {
      "raum": 14815256.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/goTRADEway",
    "https://go.tradeway.com",
    "https://gotradeway.com",
    "https://hub.tradier.com/platforms/tradeway",
    "https://instagram.com/gotradeway",
    "https://memberships.bytradeway.com",
    "https://pinterest.com/gotradeway",
    "https://tastytrade.com/partners?referralCode=TRADEWAY",
    "https://tradeway.com",
    "https://x.com/gotradeway",
    "https://youtube.com/c/TRADEway"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281879",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/tradeway-austin-tx-281879",
  "display_name": "Tradeway",
  "summary": "Tradeway is an SEC-registered investment advisory firm in Austin, TX, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Tradeway (CRD 281879): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Subscription fees (for a newsletter or periodical)",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Tradeway compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tradeway reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Tradeway charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $97 to $30,000 (Education); Subscription: $77 to $347 a month (Coaching memberships); Subscription: $29.99 a month (Charts by TRADEway). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tradeway located?",
      "a": "Tradeway's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "Is Tradeway registered with the SEC or a state?",
      "a": "Tradeway is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281879."
    },
    {
      "q": "How much does Tradeway manage?",
      "a": "Tradeway reports $89,228,820 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Tradeway's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Tradeway: Regulatory assets under management: $40,467,039 in the October 2022 data and $89,228,820 in the October 2026 data, up 120%. Total employees: 26 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tradeway serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (601); high net worth individuals (10)."
    },
    {
      "q": "Which custodians does Tradeway use?",
      "a": "Tradeway's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tradeway report any disciplinary disclosures?",
      "a": "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/281879"
    },
    {
      "q": "What changed in Tradeway's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 13."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 26,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 40467039.0,
      "total_employees": 26,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 53401369.0,
      "total_employees": 40,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 68426036.0,
      "total_employees": 43,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 91179549.0,
      "total_employees": 40,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 89228820.0,
      "total_employees": 36,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 13."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $97 to $30,000 (Education)",
      "Subscription: $77 to $347 a month (Coaching memberships)",
      "Subscription: $29.99 a month (Charts by TRADEway)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $97 to $30,000 (Education)"
        ],
        "quotes": [
          "Education Flat fee, charged at time of enrollment. The packages range in price from $97 to $30,000 depending on many variables."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $77 to $347 a month (Coaching memberships)"
        ],
        "quotes": [
          "Coaching memberships are priced on a monthly basis ranging from $77 to $347 per month and clients may cancel anytime."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $29.99 a month (Charts by TRADEway)"
        ],
        "quotes": [
          "Charts by TRADEway Monthly subscription of $29.99/mo or $59.99/mo and client may cancel anytime."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 97.0,
          "max": 30000.0,
          "period": "one_time",
          "service": "Education"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 77.0,
          "max": 347.0,
          "period": "monthly",
          "service": "Coaching memberships"
        },
        {
          "kind": "subscription",
          "amount": 29.99,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Charts by TRADEway"
        }
      ]
    },
    "quotes": [
      "Education Flat fee, charged at time of enrollment. The packages range in price from $97 to $30,000 depending on many variables.",
      "Coaching memberships are priced on a monthly basis ranging from $77 to $347 per month and clients may cancel anytime.",
      "Charts by TRADEway Monthly subscription of $29.99/mo or $59.99/mo and client may cancel anytime."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers",
      "name_as_filed": "INTERACTIVE BROKERS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tradeway-austin-tx-281879.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 601,
      "fewer_than_5": false,
      "raum": 74413564.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 14815256.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281879",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}