Parker Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 2, 2026, reports $218M in regulatory assets under management, 2 employees, and 359 accounts.
Assets Under Management
$218M
Employees
2
Offices
--
Total Clients
81
Primary office
HOUSTON, TX
14800 ST MARY'S LN, STE 245, HOUSTON, TX, 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 segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
55
2
Individuals
32.1%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$218Mas of March 2, 2026
Discretionary95.8%
$208M
96% of total RAUM95.8%
Non-discretionary4.2%
$9M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$218M
Total Accounts359
10Y AUM Change+$218M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee41:1
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.