Entrust Parable Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172248
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI56.3%
- Individuals24.51%
- Corporations / Businesses19.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Entrust Parable Capital, LLC operates as an independent registered investment adviser serving both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and charges clients through a mix of percentage-of-AUM fees, hourly fees and performance-based arrangements. Its investment approach places core allocations into public pooled vehicles—primarily mutual funds—while supplementing portfolios with alternative strategies such as hedge funds and real estate to add diversification and return-seeking sources. Manager allocation appears pragmatic rather than market-timing driven: public funds form the backbone of client portfolios, while third‑party alternative managers are used selectively to target absolute return, credit or real asset exposure. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities36%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Corey Kenedy
Managing PartnerCRD 5470975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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