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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- LegacyCrest signal +more
- Established Date
- 07-21-2023
- Office Locations
- 1
Office Locations
About Parabla, LLC
Parabla LLC is a North Carolina-registered RIA led by CFP professional Phillip Hanks. The firm provides individualized financial planning and ongoing portfolio management tailored to clients’ objectives, time horizon, and volatility tolerance. Portfolios blend passive and active strategies using ETFs, mutual funds, and individual stocks, with a U.S. bias and selective foreign exposure. Accounts are typically custodied at Schwab or Altruist, and models are built to each client’s IPS.
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Owner & Executives
PHILLIP D HANKS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6515594
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,673,594 | $171,844 |
| Non-Discretionary | $0 | $39,099 |
| Total | $22,673,594 | $162,189 |
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Separately Managed Accounts
Total SMA Asset: $22,673,594
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,313,878,872 | 31.8% |
| Public Funds | $619,754,185 | 15.0% |
| U.S. Government/Agency | $785,021,968 | 19.0% |
| Cash | $1,413,039,541 | 34.2% |
| Total | $4,131,694,566 | 100.0% |