$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle frontier
- Established Date
- 01-30-2008
- Office Locations
- 1
Office Locations
-- LA Plata MD
About Parker Financial, LLC
Parker Financial, LLC (pfadvisers.com) is a Maryland-based RIA providing financial planning and investment planning with an emphasis on work-life balance for professionals and caregivers. Portfolios are built primarily with ETFs and public funds, with an ESG/socially responsible tilt where appropriate, alongside tax, estate, charitable and insurance planning. Custodies with Charles Schwab.
Team overview
41 AVG AGE
$18.5M AVG AUM / ADVISOR
$528.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Peak Vertex
Custodian
Pioneer Vector Fusion vital
Investment Themes
Ridge Vertex north Catalyst Horizon prime Capital prime
Investment Vehicles
Quantum
Platform
Radial
Services
Beacon Legacy unison Quantum meridian Timber Delta capital Delta Radial optima
Technology
North vector
Owner & Executives
CHRISTINE MARIE PARKER
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2888902
- Ownership
- 75% or more
(224) 744-2373
wave.atlas@alphacapital.com
in linkedin.com/in/vertex-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,480,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,480,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,480,000
Equity - Exchange:
27.4% Public Funds:
34.2% Cash:
25.4% U.S. Government/Agency:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,661,484,132 | 27.4% |
| Public Funds | $2,073,823,259 | 34.2% |
| Cash | $1,540,207,918 | 25.4% |
| U.S. Government/Agency | $788,295,390 | 13.0% |
| Total | $6,063,810,699 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST VERTEX | TIMBER FRONTIER | 8NXGTV0JA | GES | 12.09% | $77,797,101 |
| OAK LEGACY VERTEX | FOUNDATION NORTH | FRYFJ4HQ6 | TEBL | 11.73% | $117,386,642 |
| HARBOR HARBOR | CAPITAL BRIDGE | BLOHIABD9 | WSWN | 4.17% | $118,707,419 |
| FRONTIER EAGLE | VITAL GLACIER | DBQ6CQKMG | KELAI | 9.14% | $62,392,332 |
| QUANTUM CAPITAL | ALPHA UNISON | OFCVO2LGB | INRFP | 4.40% | $82,242,415 |
| ATLAS MERIDIAN | FOCUS UNISON | F2LBXVLAV | XJPCT | 6.89% | $15,856,636 |
| VITAL VERTEX | OAK UNISON | FWK9MQUWS | TID | 2.25% | $8,609,763 |
| VECTOR QUANTUM | LEGACY HARBOR | X6O4TTVTP | QSR | 2.30% | $101,394,950 |