Pave Investment Advisors, Llc.
- Regulatory AUM
- $670M
- Discretionary
- $52.6M
- Clients
- 93
- Avg AUM / client
- $7.2M
- Accounts
- 2,731
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $25.8M | 3.86% |
| Other investment advisers | 19 | $644M | 96.1% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lee Ainsworth | Chief Executive Officer & Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Stephen Edwin Evans | Chief Investment Officer | CFA | Nov 2022 (4y) | Less than 5% |
| Thomas Wesley Caywood | Registered representative | Mar 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pave Finance, Inc. | Owner | Dec 2022 | A | 75% or more |
| Epi Holding, Llc | Owner | Nov 2022 | B | ≈ 56.25% – 100% via Pave Finance, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Epi Holding, Llc: 75% – 100% of Pave Finance, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗