TRADEway logo

TRADEway

Updated today

Client assets under management

$89,228,820

Clients

611

2% high-net worth

Advisors

14

of 36 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$146,037

About

TRADEway serves individual clients through a mix of financial education, coaching, subscription tools, and discretionary portfolio management. Its offering includes live and virtual events, on-demand courses, weekly webinars and community mentoring, daily market alerts, a subscription-based Charts platform that interfaces with custodial trading platforms, and three AMPT model portfolios (AMPT-AIM, AMPT-UP and AMPT-SEED).

The firm’s investment approach is centered on a proprietary “3-legged table” methodology—fundamental analysis, technical analysis and market tone—combined with an educational emphasis that aims to teach clients to perform their own analysis while providing coaching and mentorship. Its AMPT programs span diversified, long-term models and an aggressive short-term AMPT UP strategy that may use index instruments, ETFs, options and active trading techniques.

Noteworthy distinctions include the firm’s use of recurring subscription fees for educational products and its Charts service, and the regular distribution of market communications and alerts, features that the brochure identifies as uncommon among multi-team peers. The brochure also discloses that the firm offers access to private equity in affiliated ventures to qualified investors and maintains marketing arrangements with recommended brokerages, which it identifies as potential conflicts of interest.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Values-based investing Mid-Career Professionals

Fee options

Fixed

Education program fees range from $97 to $30,000 charged at enrollment.

Percentage

$0 - $200,000: 1.85% annually Above $200,000 - $400,000: 1.75% annually Above $400,000 - $700,000: 1.65% annually Above $700,000 - $1.5 million: 1.50% annually Above $1.5 million - $10 million: 1.20% annually Above $10 million+: 0.95% annually

Project-based

Hourly coaching fees range from $8,000 to $20,500 based on sessions and services provided.

Subscriptions

Coaching memberships priced from $77 to $347 per month; Charts by TRADEway subscription $29.99 or $59.99 per month.

Other

Account minimum: $10,000

Main office location

TRADEway

Mexia TX, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin R

Series 65

Corsicana, TX

TRADEway

Benjamin Russell is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and previously worked at Disney from 2014 to 2019. Russell is a limited partner in Truth Partners LLP, an automated crypto trading business. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, providing both short-term trading methods and longer-term model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Ross Q

Series 65

Mexia, TX

TRADEway

Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Peter B

Series 65

Mexia, TX

TRADEway

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Blair N

Series 65

Mexia, TX

TRADEway

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Dennis F

Series 65

Mexia, TX

TRADEway

Dennis Foster is a financial advisor with TRADEway, holding a Series 65 designation and two years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his advisory role, Dennis has worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone to support both short-term trading and longer-term investment strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Caleb P

Series 65

Mexia, TX

TRADEway

Caleb Pritchett is a Series 65-licensed advisor at TRADEway with two years of industry experience. His background includes roles at Trothe, Inc. and Troth LLC, as well as positions outside the financial sector, including work with the Oklahoma City Thunder and Oklahoma Baptist University. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, featuring subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Casin S

Series 65, Series 66

Mexia, TX

TRADEway

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Jenny T

Series 65

Mexia, TX

TRADEway

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Jared R

Series 65

San Antonio, TX

TRADEway

Jared Russell is a financial advisor at TRADEway with eight years of industry experience and holds a Series 65 designation. He operates a Christmas light installation business and contracts with a retail fireworks store outside of his advisory role. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading strategies and longer-term model allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Noah H

Series 65

Mexia, TX

TRADEway

Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

Geoffrey N

Series 65

Mexia, TX

TRADEway

Geoffrey Nance is a financial advisor at TRADEway with five years of industry experience. He holds a Series 65 designation and has been associated with NeUventure on Wall Street since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

David H

Series 65

Mexia, TX

TRADEway

David Huber II is a Series 65 licensed advisor at TRADEway with five years of industry experience. He has worked at Designer Technologies Inc. since 2005. Outside of his advisory role, he serves as president of PublicRuckus Inc., focusing on sales and marketing training, and LifeEdge LLC, which provides life coaching services. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm employs a proprietary framework integrating fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

David V

Series 65

Mexia, TX

TRADEway

David Verbruggen is a financial advisor with TRADEway, holding a Series 65 license and four years of industry experience. Prior to joining TRADEway, he worked at EXOS Aerospace Systems & Technologies and Southwest Airlines. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
user avatar

David H

Series 65

Mexia, TX

TRADEway

David Huber Sr. is a Series 65-licensed financial advisor with nine years of industry experience. He has worked as an independent contractor since 2009. He is based in Mexia, Texas, and is affiliated with TRADEway, a multi-team firm with 15 advisors. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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