Parabla, LLC

RIAState Registered

Total AUM

$22.7M

Discretionary

$22.7M

100% of AUM

Avg account

$613K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Oak Ridge, North Carolina
CRD number: 323978
Registered since: January 5, 2023
Website: www.parabla.io
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 adviser organized as a limited liability company and state-registered in North Carolina. The firm is owned by an individual and serves both individual and family clients as well as institutional relationships. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a combination of percentage-of-assets-under-management fees and fixed-fee arrangements. Parabla does not position itself as a capital allocator, does not pursue ESG investing as an active strategy, and operates from a single-state registration.