$43.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
3 Employees
90 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2021
- Office Locations
- 1
Office Locations
-- Lewisville TX
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).
Team overview
38 AVG AGE
$14.3M AVG AUM / ADVISOR
$477.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
FRANKLIN JAMES PARKER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5369099
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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E
Ernest O Miller
--
- CRD
- #2444156
Available
Available
Available
M
Matthew Dean Tarkington
--
- CRD
- #7991512
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,000,000 | $477,778 |
| Non-Discretionary | $0 | -- |
| Total | $43,000,000 | $477,778 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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