PARKER PRESCOTT CAPITAL MANAGEMENT

Overview

Parker Prescott Capital Management is a small, independent registered investment adviser focused on serving individual and family clients with bespoke financial planning and portfolio management. The firm is owner-operated and combines advisory services with real estate brokerage activity, which shapes how it sources and structures client investments. Its advisory mandate leans toward discretionary management, and its fee menu includes percentage-of-AUM, fixed fees and performance-based arrangements—indicating flexibility to tailor compensation to client needs. Investment behavior shows a clear tilt toward publicly traded equities, but the firm also integrates real estate exposure into client portfolios, reflecting its brokerage background. Given the tiny client base and low aggregate assets, the firm operates as a boutique practice that likely emphasizes personalized service, direct client access and the packaging of real estate opportunities alongside liquid market holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices