Parlin Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hague, NY. Its latest Form ADV filing, dated March 23, 2026, reports $68M in regulatory assets under management, 1 employee, and 125 accounts.
Assets Under Management
$68M
Employees
1
Offices
--
Total Clients
54
Primary office
HAGUE, NY
9819 GRAPHITE MOUNTAIN RD, HAGUE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
29
2
HNWI
37.0%
20
3
Charitable
3.7%
2
4
Pooled Investment Vehicles
1.9%
1
5
Corporations
1.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$68Mas of March 23, 2026
Discretionary100.0%
$68M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$68M
Total Accounts125
10Y AUM Change+$41M (+154.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.