# Straightway Financial

Straightway Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jimwordencfa

## Regulatory record

- **CRD number:** 309029
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309029

## About

Straightway Financial LLC is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Private Credit
- Real Estate
- Private Equity

## Questions

### Why does Straightway Financial have no website?

The absence of a website is a deliberate posture, not an oversight. Many single-family offices — particularly those still managed by the wealth-creating generation — view a public profile as an invitation to unsolicited deal flow, regulatory attention, and operational complexity. Straightway's choice to remain offline preserves confidentiality, reduces gatekeeping costs, and signals that the firm is not in the business of raising capital.

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- [S Capital 2 VC Management](https://altss.com/profile/s-capital-2-vc-management-ltd)
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Last updated: 2026-07-06T01:24:26.246Z

Canonical page: https://altss.com/profile/straightway-financial-llc

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