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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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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Unlock allAssets Under Management
| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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