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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 06-01-2019
- Office Locations
- 5
Office Locations
About IAM Advisory LLC
IAM Advisory LLC is a fiduciary RIA serving individuals and families with life-stage planning—retirement, debt and major purchases, inheritance and estate/legacy planning, long-term care, insurance, and tax/asset-protection strategy—paired with ongoing investment management. The team emphasizes disciplined, logic-driven guidance and invests side-by-side with clients; public data indicates ETF-heavy portfolios custodied at Fidelity/NFS and use of eMoney and Black Diamond.
Team overview
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Owner & Executives
HOLLY PARSONS JINKS
Chief Compliance Officer, CHIEF OPERATING OFFICER, Managing Member, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
JOSEPH CLARK PARSONS
Managing Member, President
- CRD
- #869879
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAMES AUGUST BARTOLACCI
Investment Advisor Representative
- CRD
- #2742370
JOHN C BIANCHI
Investment Advisor Representative
- CRD
- #2197754
Delta element
Summit catalyst value
- CRD
- #54488
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $699,412,946 | $253,502 |
| Non-Discretionary | $0 | -- |
| Total | $699,412,946 | $253,502 |
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Separately Managed Accounts
Total SMA Asset: $699,412,946
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,605,667,246 | 34.3% |
| Public Funds | $2,165,058,790 | 28.5% |
| Cash | $2,825,971,473 | 37.2% |
| Total | $7,596,697,509 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER DELTA | VECTOR ALPHA | 317S0328E | VKRCW | 6.42% | $56,887,977 |
| VECTOR SIGNAL | LEGACY VERTEX | 24TGORSVI | IBG | 2.39% | $30,740,651 |
| WAVE PRIME | RIDGE WAVE | ZC5IVS84X | PNHVK | 6.49% | $12,751,592 |
| BRIDGE GLACIER ELEMENT | CATALYST MOMENTUM | 23G14EDSA | DOCFW | 4.89% | $27,885,240 |
| NORTH NORTH | MERIDIAN RIDGE | MRA4FYM18 | EDL | 9.60% | $103,559,239 |
| RIDGE BEACON UNISON | MOMENTUM RADIAL | P8LYYOBI9 | UZAO | 11.88% | $112,111,614 |
| MATRIX UNISON MATRIX | DELTA OAK | 9DZIZX4VD | GLL | 2.53% | $97,538,726 |
| WAVE HARBOR MATRIX | HORIZON DELTA | TAG9JMUTW | CGRZZ | 7.73% | $51,776,330 |