PARABLA, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds15%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1PHILLIP HANKS
FounderCRD 6515594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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