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- Custodian
- Fidelity/NFS · Goldman Sachs · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2009
- Office Locations
- 1
Office Locations
About Vickery Creek Capital Management
Vickery Creek Capital Management is an independent, fee-only RIA serving a select group of successful families with a retirement-income focus. The firm delivers comprehensive, tailored investment programs using a determinate, proprietary top-down macroeconomic approach, allocating across bonds, stocks, ETFs and mutual funds and, when appropriate, fixed index annuities and insurance solutions. It cites accurately predicting the 2010–present interest-rate decline.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
WILLIAM J PARSONS III
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2656031
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,338,698 | -- |
| Non-Discretionary | $18,880,331 | -- |
| Total | $95,219,029 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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