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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Summit vitalElement
- Established Date
- 10-11-2019
- Office Locations
- 1
Office Locations
About Parcion Private Wealth LLC
Parcion Private Wealth is an independent RIA with a boutique, private family-office approach for first-generation wealth creators, business owners, and their families—often around life-changing liquidity events. The firm delivers concierge planning beyond portfolio management and fosters a curated client community with exclusive events, philanthropic initiatives, and access to select investment opportunities. Custody includes Fidelity/NFS, and the team is Forbes|SHOOK-recognized.
Team overview
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Owner & Executives
TERRANCE LEO COOK
Managing Member, Managing Principal
- CRD
- #2363262
- Ownership
- 75% or more
KATHLEEN ELIZABETH CARBONE
Advisor, PARTNER
- CRD
- #6183322
- Ownership
- Less than 5%
Prime fusion
Oak momentum
- CRD
- #33350
- Ownership
- 29.3%
Showing 2 of 4 owners & executives
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Diego Arias
Advisor
- CRD
- #7796336
Peter Barnes
Advisor
- CRD
- #7329058
Horizon prime
Alpha value foundation
- CRD
- #24536
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,125,651,659 | $2,258,928 |
| Non-Discretionary | $826,062,627 | $888,239 |
| Total | $2,951,714,286 | $1,577,613 |
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Separately Managed Accounts
Total SMA Asset: $2,951,714,286
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $117,146,250 | 14.7% |
| Equity - Exchange | $121,130,816 | 15.2% |
| Other | $86,066,632 | 10.8% |
| Cash | $146,632,040 | 18.4% |
| Municipal Bonds | $167,351,785 | 21.0% |
| U.S. Government/Agency | $158,585,740 | 19.9% |
| Total | $796,913,263 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PIONEER | PIONEER BRIDGE | Z69UP5QMW | KCK | 6.52% | $41,170,441 |
| VECTOR MOMENTUM RADIAL | MATRIX PATHWAY | X65Q3LHGR | GENSG | 11.28% | $62,934,246 |
| PATHWAY VALUE OAK | RADIAL FRONTIER | Z54EED86U | XLXR | 1.76% | $63,620,317 |
| EAGLE VECTOR INSIGHT | RIDGE NORTH | KPLAYCAIU | MIVC | 7.13% | $19,115,116 |
| QUANTUM RIDGE | TIMBER MATRIX | KC5FBJEQC | TER | 12.45% | $69,744,485 |
| QUANTUM PEAK | RIDGE EAGLE | 2RSS0AUDM | UXP | 1.98% | $33,349,738 |
| OPTIMA CATALYST | WAVE WAVE | VDO06JGXU | NHW | 5.39% | $115,349,260 |
| UNISON FRONTIER | VECTOR PIONEER | XEUU3BFCN | TYQ | 2.91% | $43,548,986 |