Parable Wealth Advisors
Firm details
- Headquarters
- St. Augustine, Florida
- CRD number
- 304873
- Registered since
- April 7, 2025
- Website
- parableadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.12%
- Corporations / Businesses9.34%
- Individuals7.92%
- Charitable Organizations1.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Parable Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm is individually owned and serves both individuals/families and institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Parable charges a mix of percentage-of-AUM and fixed fees. The firm does not list ESG investing as an active focus, and it is not structured as a multi-state adviser or a capital allocator. Parable maintains industry ties to a law firm and a real estate broker, indicating access to external professional networks that can complement client work and deal sourcing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities37%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents9%
- US Government Bonds6%
Owners & executives
2 of 2
Stephen Kyle
Financial Advisor, Chief Compliance OfficerCRD 6527342
John Ginn
Chief Executive OfficerCRD 6931340
Contacts
3 of 3
Scott Patrou
Financial AdvisorCRD 6947479
Jonathan Hermes
Estate AttorneyCRD 7804405
Thomas Haggerty
Owner, Managing Member and CCOCRD 4230340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St. Augustine, FL
Saint Johns
Location
St. Augustine, FL
Headquartered in St. Augustine, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 460 A1 A Beach Blvd
- Time zone
- ET (UTC-5)
- Office locations
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