PARABLE WEALTH ADVISORS
Firm details
- Headquarters
- ST. AUGUSTINE, Florida
- CRD number
- 304873
- Registered since
- April 7, 2025
- Website
- parableadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.12%
- Corporations / Businesses9.34%
- Individuals7.92%
- Charitable Organizations1.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Parable Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine percentage-of-AUM and fixed-fee engagements. Parable identifies as a non-ESG investor and is not structured as a capital allocator. The firm maintains industry linkages to a law firm and a real estate broker, relationships that appear consistent with its use of real estate-focused alternative managers and with serving clients who may need legal and transactional support around wealth, estate, or property matters.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities31%
- Public Funds/Mutual Funds31%
- Investment Grade Corp Bonds14%
- US Government Bonds11%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2STEPHEN KYLE
Financial Advisor, Chief Compliance OfficerCRD 6527342
John Ginn
Chief Executive OfficerCRD 6931340
Contacts
3 of 3Scott Patrou
Financial AdvisorCRD 6947479
Jonathan Hermes
Estate AttorneyCRD 7804405
Thomas Haggerty
Owner, Managing Member and CCOCRD 4230340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST. AUGUSTINE, FL
SAINT JOHNS
Location
ST. AUGUSTINE, FL
Headquartered in ST. AUGUSTINE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- SAINT JOHNS
- Address
- 460 A1A Beach Blvd
- Time zone
- ET (UTC-5)
- Office locations
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