PARRISH CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $150.0M |
| Discretionary | $148.9M99% of AUM |
| Non-Discretionary | $1.1M |
| Client Accounts | 410 |
| Avg Account Size | $366K |
| Employees | 3 |
| Peak AUM | $150.0MMar 2026 |
| AUM CAGR | +18.9% /yrover 2 yrs · 3 filings |
AUM by Client Type
Total AUM
$150M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | +15.6% | +18.9% | — | — |
| Discretionary AUM | $149M | +16.6% | |||
Key Metrics
| Total AUM | $150.0M |
| Discretionary | $148.9M |
| Employees | 3 |
| Client Accounts | 410 |
| Client Range | 11-25 |
Contact & Location
Address
1619 COLLINS ROAD
KENNESAW GA 30152
Phone
(800) 618-1940
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$149M
99.3% of AUM
Non-Discretionary
$1M
0.7% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported