Investment adviser · CRD 159486
PATHFINDER PLANNING AND INVESTMENTS
Investment adviser filing (IA)
STEWART & ASSOCIATES, PLLC
MISSOULA, MT, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $122M Form ADV · Item 5.F
- Client accounts
- 375 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $113,450,357 | 92.7% |
| Individuals | 18 | $8,651,886 | 7.1% |
| Charities | 1 | $245,687 | 0.2% |
Filing source
Form ADV 2126797 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
27 FORT MISSOULA RD., SUITE 1MISSOULA, MT, 59804, United States
CRD 159486
Filing source
Form ADV 2126797 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.