# Directional Advisors

> Directional Advisors is an SEC-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 311908
- Filed as: DIRECTIONAL ADVISORS
- Legal name: Franklin Parker Financial, LLC
- Also doing business as: DIRECTIONAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311908
- AdvisorCensus page: https://advisorcensus.com/firm/directional-advisors-311908

## Quick answers

**How is Directional Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Directional Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Directional Advisors charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $250 an hour (Financial Planning and Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Directional Advisors registered with the SEC or a state?**
Directional Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311908.

**How much does Directional Advisors manage?**
Directional Advisors reports $43,000,000 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Directional Advisors' assets and staff changed since 2024?**
In the Form ADV data for Directional Advisors: Regulatory assets under management: $113,983,081 in the October 2024 data and $43,000,000 in the October 2026 data, down 62%. Total employees: 1 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Directional Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (13).

**Which custodians does Directional Advisors use?**
Directional Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Directional Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311908

**What changed in Directional Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $107,839,000 to $43,000,000 (-60%). Employees performing advisory functions went from 1 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Hourly rate: $250 an hour (Financial Planning and Consulting Services)

> Financial Planning and Consulting Fee Schedule Hourly $250 per hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $43,000,000
- Discretionary: $43,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $17,000,000 |
| High net worth individuals | 13 | $26,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directional-advisors.com
- LinkedIn @directional-advisors
- LinkedIn @franklinparker
- X @DirectionalAdv
- X @franklinparker1

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $113,983,081 | 1 | September 25, 2024 |
| October 2025 | $107,839,000 | 1 | March 28, 2025 |
| October 2026 | $43,000,000 | 3 | March 26, 2026 |

Regulatory assets under management: $113,983,081 in the October 2024 data and $43,000,000 in the October 2026 data, down 62%.
Total employees: 1 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $107,839,000 to $43,000,000 (-60%).
- Employees performing advisory functions went from 1 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Directional Advisors (CRD 311908): Form ADV filing data as of October 2026.