Parker Financial Advisors LLC
Parker Financial Advisors LLC is an SEC-registered ria in Houston, TX with $217.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Parker Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305188, SEC 801-117329, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $217.6M (2026-03-02)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 2
- Clients
- 81
- CRD
- 305188
- Ownership
- J. KLINGEN & CO., LLC; PARKER, CHARLES, LEE; C.L. PARKER INC.; KLINGEN, JOSEPH, LEONARD; PARKER FINANCIAL ADVISORS
How much AUM does Parker Financial Advisors LLC have?
Parker Financial Advisors LLC reported $217.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Parker Financial Advisors LLC?
Disclosed owners and executives of Parker Financial Advisors LLC include J. KLINGEN & CO., LLC, PARKER, CHARLES, LEE, C.L. PARKER INC., KLINGEN, JOSEPH, LEONARD, PARKER FINANCIAL ADVISORS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.