PARABLA, LLC

RIASEC RegisteredEst. 2023
Total AUM
$22.7M
Discretionary
$22.7M
100% of AUM
Avg account
$613K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
OAK RIDGE, North Carolina
CRD number
323978
Registered since
January 5, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI66.45%
  • Individuals27.27%
  • Corporations / Businesses6.28%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Parabla, LLC is an independent registered investment advisor operating as an owner-managed limited liability company. The firm markets itself to individual and family clients as well as small institutional and pension clients, offering financial planning, discretionary portfolio management and pension consulting. Parabla runs fee-based relationships using both percentage-of-AUM and fixed-fee arrangements and shows a clear preference for equity exposure in client portfolios. It is not positioned as a capital allocator; instead it relies on third‑party managers for alternative allocations and uses custodial platforms to implement portfolios. The firm does not identify as an ESG-focused manager and is licensed to advise at the SEC level (registration in 2023).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 15%, US Government Bonds 7%, Cash & Cash Equivalents 3%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds15%
  • US Government Bonds7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • PHILLIP HANKS

    FounderCRD 6515594

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAK RIDGE, NC

GUILFORD

Location

OAK RIDGE, NC

Headquartered in OAK RIDGE, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
GUILFORD
Address
8004 Linville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth