Parrish Capital, LLC
Firm details
- Headquarters
- Kennesaw, Georgia
- CRD number
- 172783
- Registered since
- August 6, 2024
- Website
- parrishcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.45%
- Individuals13.51%
- Corporations / Businesses3.92%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Parrish Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Parrish Capital does not describe itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities78%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds7%
- State & Local Bonds1%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Ryan Moledor
PartnerCRD 3039234
Theodore Parrish
Founding PartnerCRD 2943577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.3M in ETFs
100%
$1.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $296K | 1,556 | 22.58% |
Location
Kennesaw, GA
Cobb
Location
Kennesaw, GA
Headquartered in Kennesaw, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 1619 Collins Rd Nw
- Time zone
- ET (UTC-5)
- Office locations
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