Greenway Financial provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Greenway Financial reports 244 clients. They include 203 individual clients, 36 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 89.3% ($135M across 460 accounts) are managed with discretion; $16.2M across 16 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 47% |
| High-net-worth individuals | 15% | 43% |
| Pension and profit-sharing plans | 2% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 203 | $71M | 46.9% | $350K |
| High-net-worth individuals | 36 | $64.7M | 42.7% | $1.8M |
| Pension and profit-sharing plans | 5 | $15.7M | 10.4% | $3.14M |
| Total | 244 | $151M | 100% | $620K |
- Clients
- 203
- Regulatory AUM
- $71M
- AUM share
- 46.9%
- Avg. per client
- $350K
- Clients
- 36
- Regulatory AUM
- $64.7M
- AUM share
- 42.7%
- Avg. per client
- $1.8M
- Clients
- 5
- Regulatory AUM
- $15.7M
- AUM share
- 10.4%
- Avg. per client
- $3.14M
Total
- Clients
- 244
- Regulatory AUM
- $151M
- AUM share
- 100%
- Avg. per client
- $620K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Greenway Financial is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- A fixed fee of $500 to $2,500 for financial planning, half collected on engagement and half on delivery of the plan; may be waived for portfolio management clients.
- Retirement Plan Consulting
- An annual fee of 0.25% to 1.00% of qualified retirement plan assets, depending on plan size and services, negotiable and collectable monthly or quarterly, in arrears or in advance.
Kevin Chupack owns 50% to 75% of Greenway Financial. It has 4 employees, 3 of them in advisory roles.
Leadership
- Kevin ChupackManaging Member/CCO
Jon RothenbergMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Greenway Financial, LLC
Kevin Chupack
Control person · since June 2017
- Owns 50% to 75% of Greenway Financial, LLC
Jon Rothenberg
Control person · since August 2017
Greenway Financial’s regulatory assets grew from $138M (March 2025) to $151M (February 2026); clients were 244 in both filings and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $151M | 244 | 4 | 1 |
| Mar 2025March 2025 | $138M | 235 | 3 | 1 |
Besides its headquarters, Greenway Financial has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 31731 Northwestern Highway, Suite 156w, Farmington HillsHQ
Contact and registration details
- Legal name
- Greenway Financial, LLC
- Headquarters
- 31731 Northwestern Highway, Suite 156w, Farmington Hills, MI 48334
- Website
- investingreenway.com
- Phone
- 248-851-2727
- SEC file
- 801-132476
- Structure
- Michigan LLC
- Fiscal year end
- December
Greenway Financial’s named custodians for separately managed accounts are Charles Schwab ($118M, 91%) and Fidelity ($12.3M, 9%). Greenway Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Diego, CA · $118M91%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $12.3M9%
At year end, Greenway Financial’s separately managed accounts were mostly in stocks (59%) and funds (19%).
What the accounts hold
- Stocks59%
- Funds19%
- Cash17%
- Other5%
- Alternatives5%
How many clients does Greenway Financial have?
Greenway Financial has 244 clients and manages $151 million for them, as of February 2026. They include 203 individual clients, 36 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Greenway Financial offer?
Greenway Financial provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Greenway Financial use?
Greenway Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Diego, CA), with $118M and Fidelity Brokerage Services LLC (Boston, MA), with $12.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Greenway Financial have?
Greenway Financial has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Greenway Financial invest in?
At the end of its last fiscal year, Greenway Financial’s separately managed accounts held 59% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents and 5% other. The 5% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Greenway Financial?
Greenway Financial’s direct owners are Kevin Chupack (50% to 75%) and Jon Rothenberg (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Greenway Financial get paid?
Greenway Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Greenway Financial?
Greenway Financial’s main office is at 31731 Northwestern Highway, Suite 156w, Farmington Hills, MI 48334. Its phone number is 248-851-2727. Its website is investingreenway.com.