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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-17-2019
- Office Locations
- 1
Office Locations
About Parker Financial Advisors LLC
Parker Financial Advisors LLC is a Houston-based advisory firm serving oil & gas professionals, women navigating divorce or widowhood, and retirees. The team provides planning around employer benefits and equity compensation, retirement income decisions, and coordinated estate/tax/insurance planning via a network of attorneys and CPAs. Portfolios emphasize asset allocation and active management using mutual funds and ETFs, with custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 10, 2025 and March 2, 2026, reported AUM increased 14.0%, from $190.9M to $217.6M.
Across 5 reported observations, AUM increased 11.5% between January 25, 2022 and March 2, 2026, from $195.2M to $217.6M.
Of the latest reported AUM, 95.8% is discretionary and 4.2% is non-discretionary.
The firm reports 2 advisory representatives and 81 clients, or 40.5 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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The full Parker Financial Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH LEONARD KLINGEN
Managing Member, Owner
- CRD
- #2413199
- Ownership
- Less than 5%
CHARLES LEE PARKER JR
Chief Compliance Officer, Financial Analyst, Managing Member
- CRD
- #1406057
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,380,707 | $588,646 |
| Non-Discretionary | $9,239,153 | $1,847,831 |
| Total | $217,619,860 | $606,183 |
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Separately Managed Accounts
SMA allocation detail is available
Parker Financial Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.