Parker Financial Advisors LLC
● SEC registered since 2019CRD 305188SEC# 801-117329Houston, TX
Reg. AUM
$217.6M
Employees
2
Accounts
359
Location
Houston, TX
Parker Financial Advisors LLC assets under management
Parker Financial Advisors LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2019. It reports $217.6 million in regulatory assets under management and employs 2 people.
Parker Financial Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C.l. Parker Inc. Control | Owner | 50-75% | 2019 |
| Charles Lee Parker Control | Cco, Managing Member | Under 5% | 2019 |
| J. Klingen & Co., LLC Control | Owner | 50-75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Parker Financial Advisors LLC manage?
Parker Financial Advisors LLC reports $217.6 million in regulatory assets under management on its Form ADV.
How many employees does Parker Financial Advisors LLC have?
Parker Financial Advisors LLC reports 2 employees.
Where is Parker Financial Advisors LLC located?
Parker Financial Advisors LLC is based in Houston, TX and has been SEC-registered since 2019.
Does Parker Financial Advisors LLC disclose fund performance?
Parker Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14800 St Mary's Ln, Ste 245, Houston, TX 77079-2943 |
| Phone | 832-476-3495 |
| Fax | 832-726-0828 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$217.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$217.6Mregulatory AUM
Discretionary $208.4MNon-discretionary $9.2M