P
CRD: 337399
Paracca Financial Group
Osprey, FL, 34229
7246507023
$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2025
- Office Locations
- 2
Office Locations
428 S. Tamiami Trail Osprey FL
-- Ormond Beach FL
About Paracca Financial Group
Paracca Financial Group is a Osprey-based RIA with 2 offices. The firm has been operating for 0 years. Managing $22.2M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
53 AVG AGE
$7.4M AVG AUM / ADVISOR
$285.2K AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Client Personas
Atlas harbor
Investment Themes
Unison Ember
Investment Vehicles
Frontier
Services
Zenith Bridge Foundation
Owner & Executives
Donald Michael Paracca
Chief Compliance Officer, President
- CRD
- #7812325
- Ownership
- 75% or more
(493) 667-9122
vital.glacier@radialcapital.com
in linkedin.com/in/atlas-summit
Showing 1 of 1 owners & executives
Unlock allContacts
K
KEVIN JOHN HACKETT
--
- CRD
- #6531214
(571) 890-6666
timber.element@fusioncapital.com
in linkedin.com/in/ridge-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,243,460 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,243,460 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,243,460
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,609,728,533 | 100.0% |
| Total | $3,609,728,533 | 100.0% |