Entrust Parable Capital, LLC

RIASEC Registered
Total AUM
$39.1M
Discretionary
$39.1M
100% of AUM
Avg account
$292K
Accounts
134
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
172248
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI56.3%
  • Individuals24.51%
  • Corporations / Businesses19.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Entrust Parable Capital, LLC operates as an independent registered investment adviser serving both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and charges clients through a mix of percentage-of-AUM fees, hourly fees and performance-based arrangements. Its investment approach places core allocations into public pooled vehicles—primarily mutual funds—while supplementing portfolios with alternative strategies such as hedge funds and real estate to add diversification and return-seeking sources. Manager allocation appears pragmatic rather than market-timing driven: public funds form the backbone of client portfolios, while third‑party alternative managers are used selectively to target absolute return, credit or real asset exposure. The firm is not identified as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 36%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Corey Kenedy

    Managing PartnerCRD 5470975

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth