Overview
Assets Under Management: $150 million
Headquarters: KENNESAW, GA
High-Net-Worth Clients: 65
Average Client Assets: $1.9 million
Frequently Asked Questions
PARRISH CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172783), PARRISH CAPITAL, LLC is subject to fiduciary duty under federal law.
PARRISH CAPITAL, LLC is headquartered in KENNESAW, GA.
PARRISH CAPITAL, LLC serves 65 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, PARRISH CAPITAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PARRISH CAPITAL, LLC manages $150 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, PARRISH CAPITAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.45%
Average Client Assets: $1.9 million
Total Client Accounts: 410
Discretionary Accounts: 408
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 172783
Filing ID: 2060234
Last Filing Date: 2026-03-28 16:49:18