PARKHURST CONSULTING CPA PC

Overview

Parkhurst Consulting Cpa Pc is an independent registered investment adviser operated as a corporate entity with an accounting background at its core. The firm combines accounting services with advisory work, providing financial planning and portfolio management for individuals, families and small businesses as well as institutional/business clients. Its advisory engagement model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, reflecting a mix of ongoing asset management and project-based planning work. Filing information shows the firm concentrates investment activity in publicly available pooled vehicles rather than direct stock-picking or broad alternative fund allocations. Parkhurst Consulting Cpa Pc is not identified as an active ESG investor and is not registered as a multi-state adviser, which aligns with a compact, locally focused practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices