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⚲
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| Parker Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 305188 |
| SEC # | 801-117329 |
| CIK # | |
| AUM | $217.6 M (2026-03-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 832-476-3495 |
| Address | 14800 St Marys Ln Houston, TX 77079-2943 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 17.2 |
| (b) Individuals (high net worth individuals) | 55 | 200.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 359 | 217.6 |
| By Discretionary | ||
| Discretionary | 354 | 208.4 |
| Non-Discretionary | 5 | 9.2 |
| Total | 359 | 217.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.6 | |
| Total | 359 | 217.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
CL Parker Inc
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategic Asset Management LLC
✚
|
MN | 0.2 |
|
Manuka Financial LLC
✚
|
0.2 | |
|
Allstreet Capital LLC
✚
|
CA | 0.2 |
|
Arrow Wealth Advisory LLC
✚
|
0.2 | |
|
Dobson Asset Management - Northern California
✚
|
CA | 0.2 |
|
Callahan Capital Management Inc
✚
|
CO | 0.2 |
|
Ciovacco Capital Management LLC
✚
|
0.2 | |
|
Sheridan Capital Management LLC
✚
|
0.2 | |
|
Cutter Financial Group LLC
✚
|
MA | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |