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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2025
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 78 clients, or 26 clients per representative. That equates to $285.2K in reported AUM per client.
The profile lists 2 reported office locations. The source data was last updated on June 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Paracca Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Donald Michael Paracca
Chief Compliance Officer, President
- CRD
- #7812325
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN JOHN HACKETT
CPA, Tax Planning & Strategy
- CRD
- #6531214
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Paracca Financial Group has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.