Greenway Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,678,212
Clients
239
Advisors
3
of 4 employees
About
Greenway Financial, LLC serves individuals — including high net worth clients — as well as pension and profit‑sharing plans, providing financial planning, discretionary portfolio management, and ERISA non‑fiduciary retirement‑plan consulting. The firm manages roughly $151 million on behalf of about 239 clients and is supported by three advisors.
The firm’s investment approach is built on asset allocation and includes two primary portfolio types: ETF/mutual‑fund models and a concentrated stock portfolio of 20–40 names that may include small‑cap equities. Managers rebalance portfolios as needed, monitor the stock portfolio daily, and use third‑party platforms and subadvisors (SEI Investments Management) while employing mutual funds, ETFs, leveraged/inverse funds, REITs and other alternative investments as appropriate.
Noteworthy distinctions disclosed in the brochure include the principals’ outside business activities — they act as independent insurance agents and one principal is a CPA partner offering tax preparation through an affiliated accounting practice — which create separate compensation streams and potential conflicts of interest. The firm is not affiliated with a broker‑dealer, recommends Schwab and Fidelity as custodians (and receives certain non‑economic support from Schwab), does not vote client proxies, and limits ERISA fiduciary services to Section 3(21) offerings.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,000.01 - $1,000,000: 1.00% $1,000,000.01+: Negotiable
Minimum fee: Minimum annual portfolio management fee of $350 Fee-only: Fixed financial planning fees ranging from $500 to $2,500; may be waived for portfolio management clients
Main office
31731 Northwestern Highway, Suite 156 W
Farmington Hills MI 48334
Advisors at this office
3
Most active in
Michigan
Also doing business as
Greenway Financial, LLC · Rc Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kevin C
Series 65, Series 63
Farmington Hills, MI
Greenway Financial, LLC
Kevin Chupack is a financial advisor at Greenway Financial, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Greenway Financial since 2017, following prior roles at Highpoint Advisor Group, LLC and LPL Financial LLC. Outside of advising, he works as a licensed insurance agent involved in life insurance sales. Greenway Financial, LLC serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and ERISA non-fiduciary retirement-plan consulting. The firm employs an asset allocation approach with ETF/mutual-fund models and concentrated stock portfolios, managing approximately $151 million for about 239 clients.
Kyle O
Series 65
Farmington Hills, MI
Greenway Financial, LLC
Kyle Otis is a financial advisor at Greenway Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at CanTerra, LLC, United Wholesale Mortgage, Noho Hospitality, and the University of Michigan. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio with model portfolios rebalanced as needed.
Jon R
Series 63, Series 66
Farmington Hills, MI
Greenway Financial, LLC
Jon Rothenberg is a financial advisor at Greenway Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Silberberg & Rothenberg Plc. Outside of his advisory role, he is the managing member of JD Rothenberg & Associates, a CPA tax preparation, accounting, and business consulting firm, and is CEO and majority owner of a film production company, Say There There Productions, LLC. Greenway Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, portfolio management, and retirement plan consulting. The firm emphasizes asset allocation across equities, fixed income, and cash, utilizing mutual funds, ETFs, and a concentrated stock portfolio, and offers both discretionary and non-discretionary management.
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