# LIFEWAY FINANCIAL CORPORATION

LIFEWAY FINANCIAL CORPORATION of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 114276
- Type: SEC-registered investment adviser
- SEC file number: 801-61800
- Location: ONE LEGACY TOWN CENTER, 7160 DALLAS PARKWAY, SUITE 520, PLANO, TX, 75024
- Phone: 972-378-3677
- Latest filing: 2026-03-05
- Regulatory AUM: $358.7M
- Discretionary AUM: $358.7M
- Clients: 5
- Accounts: 491

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Gerrond Dallas Mckee | VICE PRESIDENT/TREASURER | — |
| Trey Houston Touchstone | PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| BRUNSON DAVID THOMAS | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HENSLEY SUSAN LUCILLE | CHIEF COMPLIANCE OFFICER | — |
| BRUNSON DAVID | PRESIDENT | — |
| MCKEE GERROND DALLAS | DIRECTOR OF FINANCIAL PLANNING; DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT (02/2017); VICE PRESIDENT/TREASURER | — |
| TOUCHSTONE TREY HOUSTON | DIRECTOR OF INVESTMENT MANAGEMENT; DIRECTOR OF INVESTMENT MANAGEMENT; VICE PRESIDENT (2/2017); PRESIDENT/SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| GARCIA LACEY SUSANNA | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | — |
| GARCIA LACEY LEDESMA | DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER (12/2016) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114276/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114276/similar
- Related entities: https://search.stillhousedata.com/firm/114276/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114276

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.