Directional Advisors
Directional Advisors is an SEC-registered ria with $43.0M assets under management (AUM, regulatory AUM), -60% over one year. See who owns Directional Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311908, SEC 801-131170, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $43.0M (2026-03-26)
- Firm type
- Ria
- Employees
- 3
- Clients
- 90
- CRD
- 311908
- Ownership
- PARKER, FRANKLIN, JAMES
How much AUM does Directional Advisors have?
Directional Advisors reported $43.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Directional Advisors?
Disclosed owners and executives of Directional Advisors include PARKER, FRANKLIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.