PARISH & COMPANY LLC

Overview

Parish & Company LLC is a small, fee-based registered advisor serving high-net-worth individuals and families with discretionary portfolio management. The firm allocates capital primarily to equities, with a clear tilt toward non-exchange traded equity positions. Advisory work is focused on individualized portfolio management for individuals and small businesses rather than institutional mandates. The firm does not promote an ESG-driven investment approach and operates on a single-state basis. Parish & Company maintains a concentrated client roster and structures fees as a percentage of assets under management. Investment decision-making appears centered on direct equity exposure (including restricted or privately held positions), supplemented by liquid mutual fund holdings and annuity solutions where appropriate for client goals and income needs.

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Public Holdings

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Location & Offices