This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 10-08-2014
- Office Locations
- 1
Office Locations
About Parrish Capital, LLC
Parrish Capital, LLC is an independent, fee-only fiduciary RIA founded in 2014 by Theodore “Teddy” Parrish, CFA. The firm provides comprehensive financial planning and discretionary investment management tailored to client goals, risk tolerance, and time horizon, emphasizing diversification and prudent security selection to preserve and grow assets. Custodied at Charles Schwab and serves clients nationwide via in-person or remote meetings; no commissions or product sales (including annuities).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THEODORE LAVELLE PARRISH
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2943577
- Ownership
- 75% or more
RYAN W MOLEDOR
Chief Operating Officer, EXECUTIVE VICE PRESIDENT, Senior Investment Advisor
- CRD
- #3039234
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,900,870 | $364,953 |
| Non-Discretionary | $1,059,923 | $529,962 |
| Total | $149,960,793 | $365,758 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $149,960,793
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $93,567,436 | 25.4% |
| Cash | $63,729,002 | 17.3% |
| Corporate - Investment Grade | $113,828,102 | 30.9% |
| Municipal Bonds | $32,785,440 | 8.9% |
| Public Funds | $64,465,754 | 17.5% |
| Total | $368,375,734 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT TIMBER | VECTOR PIONEER | 9N3CQGIO0 | GJJGF | 8.88% | $86,027,422 |
| VECTOR MATRIX FOUNDATION | VALUE PIONEER | NFM0CXAGH | WOLD | 3.30% | $29,608,612 |
| SUMMIT FUSION RADIAL | OPTIMA DELTA | DNX8W8ZR4 | WXBAL | 4.26% | $84,329,582 |
| SIGNAL RIDGE | BRIDGE RIDGE | 9PRLQAF80 | ATOH | 8.32% | $73,899,039 |
| HORIZON INSIGHT | MERIDIAN VECTOR | J3APK403Y | GNUOS | 5.98% | $28,301,864 |
| EAGLE EMBER | PRIME PATHWAY | M1UWUCW1V | VIX | 8.54% | $11,273,606 |
| UNISON FRONTIER FOCUS | BEACON BRIDGE | O4MU3RCR2 | LGE | 0.67% | $119,583,982 |
| SIGNAL VITAL QUANTUM | EMBER OPTIMA | 9186SKFDI | BMXX | 3.55% | $23,905,075 |