$725.1M Total AUM
$725.1M Disc. AUM
21.2% 3Y CAGR
5 Employees
331 ADV. Clients
27 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-1999
- Office Locations
- 1
Office Locations
-- Atherton CA
About Parker Investment Management, LLC
Parker Investment Management is an independent, fee-only SEC-registered RIA providing discretionary portfolio management in separate, individually managed accounts. Portfolios are customized across Growth, Growth & Income, and Income approaches, with an emphasis on tax-aware management for taxable investors and mutual fund/ETF selection to implement asset allocation. Custody commonly at Fidelity/NFS.
Team overview
61 AVG AGE
$362.6M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Signal crest North capital Beacon harbor Quantum timber
Client Personas
Peak quantum
Investment Themes
Element vector
Investment Vehicles
Crest beacon Harbor timber
Services
Radial Frontier Timber
Owner & Executives
J
JOHN WAYNE PARKER
Owner
- CRD
- #4392233
- Ownership
- 75% or more
(510) 395-3184
optima.zenith@vertexcapital.com
in linkedin.com/in/summit-optima
SHIJUN LIU
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #5793035
- Ownership
- Less than 5%
(718) 959-1069
prime.peak@crestcapital.com
in linkedin.com/in/oak-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $725,140,716 | $934,460 |
| Non-Discretionary | $0 | -- |
| Total | $725,140,716 | $934,460 |
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Separately Managed Accounts
Total SMA Asset: $725,140,716
Equity - Exchange:
32.2% Cash:
45.5% Public Funds:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,799,052,346 | 32.2% |
| Cash | $2,542,139,185 | 45.5% |
| Public Funds | $1,245,927,557 | 22.3% |
| Total | $5,587,119,088 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR FRONTIER | OAK HORIZON | BVBLSMCYZ | ULINU | 2.44% | $36,773,702 |
| FUSION CAPITAL FOCUS | PIONEER VALUE | MBQCTCULH | BZATU | 6.44% | $62,239,748 |
| ELEMENT DELTA | FOUNDATION DELTA | 2RAC5DF03 | VXX | 3.85% | $109,990,655 |
| VECTOR SIGNAL VALUE | FUSION CAPITAL | S067QU79F | IMV | 6.72% | $22,282,831 |
| INSIGHT SUMMIT RADIAL | QUANTUM EAGLE | HRRLKNIVS | VEFU | 3.97% | $110,298,016 |
| PATHWAY PRIME MOMENTUM | GLACIER EMBER | FIIJO724T | BEA | 5.65% | $61,092,825 |
| QUANTUM PRIME NORTH | RADIAL INSIGHT | ETZMZWWMO | HKUR | 2.73% | $113,965,580 |
| PIONEER VITAL | VALUE CATALYST | 9SGX0V4WQ | XXWS | 6.27% | $93,093,862 |