PARRISH CAPITAL, LLC

RIASEC RegisteredEst. 2024

Total AUM

$150M

Discretionary

$149M

99% of AUM

Avg account

$366K

Accounts

410

Employees

3

Advisory reps

2

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

FINTRX

Overview

Parrish Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

THEODORE PARRISH
Founding PartnerCRD 2943577
RYAN MOLEDOR
PartnerCRD 3039234

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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