This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-11-2021
- Office Locations
- 1
Office Locations
About Directional Advisors
Directional Advisors is a Texas-based RIA offering “WholeHuman” wealth management that combines financial planning and investment management with tax-mitigation strategies, retirement income risk control, 401(k) rollover guidance, small business solutions, and life insurance planning. Founded by Franklin J. Parker, CFA, the firm emphasizes recognized expertise, including the NAAIM Founder’s Award (2017).
Reported data analysis
What the numbers show
Between March 28, 2025 and March 26, 2026, reported AUM decreased 60.1%, from $107.8M to $43.0M.
Across 3 reported observations, AUM decreased 62.3% between September 25, 2024 and March 26, 2026, from $114.0M to $43.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 90 clients, or 30 clients per representative. That equates to $477.8K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Directional Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Directional Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
FRANKLIN JAMES PARKER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5369099
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ernest O Miller
Head of Family Office Strategies
- CRD
- #2444156
Matthew Dean Tarkington
Client Well-Being Specialist
- CRD
- #7991512
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | $477,778 |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | $477,778 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Directional Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.