Entrust Parable Capital, LLC

RIASEC Registered

Total AUM

$39.1M

Discretionary

$39.1M

100% of AUM

Avg account

$292K

Accounts

134

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 172248
Website: www.entrustparable.com
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 is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fee mix includes AUM-based fees, hourly billing, and the use of performance-based fees for certain mandates. The adviser does not identify as an active ESG investor and is not characterized as a multi-state or newly formed adviser. The firm is not presented as a dedicated capital allocator; instead it appears to implement client portfolios using traditional advisory channels and third-party managers. Advisory activity centers on tailored financial planning and portfolio construction rather than pension consulting or family-office‑specific services.