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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-1999
- Office Locations
- 2
Office Locations
About Parthenon LLC
Parthenon LLC is a Louisville, KY RIA providing portfolio management and financial guidance for individuals and serving as investment manager to institutions such as foundations and ERISA plans. The firm builds portfolios using ETFs and fixed income, and collaborates with clients’ accounting and estate-planning professionals. Parthenon also acts as an active shareholder, including public letters to Jewett-Cameron’s board and investors.
Reported data analysis
What the numbers show
Between January 24, 2025 and January 21, 2026, reported AUM increased 8.7%, from $1.1B to $1.2B.
Across 5 reported observations, AUM increased 21.4% between August 24, 2022 and January 21, 2026, from $1.0B to $1.2B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 5 advisory representatives and 243 clients, or 48.6 clients per representative. That equates to $5.0M in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on January 21, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Parthenon LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS ALEXANDER COREA
Chief Executive Officer, Director
- CRD
- #1711319
- Ownership
- 25% but less than 50%
JOHN MCFERRAN BARR, II
Chairman
- CRD
- #1014461
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,201,579,178 | $2,670,176 |
| Non-Discretionary | $15,926,452 | $1,447,859 |
| Total | $1,217,505,630 | $2,641,010 |
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Separately Managed Accounts
SMA allocation detail is available
Parthenon LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Parthenon LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.