PARABLE WEALTH ADVISORS

RIASEC RegisteredEst. 2025
Total AUM
$176M
Discretionary
$176M
100% of AUM
Avg account
$651K
Accounts
271
Employees
5
Advisory reps
5

Firm details

Headquarters
ST. AUGUSTINE, Florida
CRD number
304873
Registered since
April 7, 2025
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

FINTRX

Overview

Parable Wealth Advisors is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine percentage-of-AUM and fixed-fee engagements. Parable identifies as a non-ESG investor and is not structured as a capital allocator. The firm maintains industry linkages to a law firm and a real estate broker, relationships that appear consistent with its use of real estate-focused alternative managers and with serving clients who may need legal and transactional support around wealth, estate, or property matters.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 31%, Public Funds/Mutual Funds 31%, Investment Grade Corp Bonds 14%, US Government Bonds 11%, Cash & Cash Equivalents 10%, State & Local Bonds 3%31%
  • Exchange Traded Equities31%
  • Public Funds/Mutual Funds31%
  • Investment Grade Corp Bonds14%
  • US Government Bonds11%
  • Cash & Cash Equivalents10%

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

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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 A1A Beach Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth