# Parable Wealth Advisors

> Parable Wealth Advisors is an SEC-registered investment advisory firm in St Augustine, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 304873
- Filed as: PARABLE WEALTH ADVISORS
- Legal name: Parable, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Augustine, FL
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304873
- AdvisorCensus page: https://advisorcensus.com/firm/parable-wealth-advisors-st-augustine-fl-304873

## Quick answers

**How is Parable Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Parable Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Parable Wealth Advisors located?**
Parable Wealth Advisors' principal office is in St Augustine, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Parable Wealth Advisors registered with the SEC or a state?**
Parable Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304873.

**How much does Parable Wealth Advisors manage?**
Parable Wealth Advisors reports $176,326,932 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Parable Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Parable Wealth Advisors: Regulatory assets under management: $140,868,916 in the October 2025 data and $176,326,932 in the October 2026 data, up 25%. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parable Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (43); corporations or other businesses not listed above (6).

**Which custodians does Parable Wealth Advisors use?**
Parable Wealth 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 Parable Wealth 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/304873

**Does Parable Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We do not require a minimum amount of assets to open and maintain an advisory account."

**What changed in Parable Wealth Advisors' recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> We do not require a minimum amount of assets to open and maintain an advisory account.

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: $176,326,932
- Discretionary: $176,326,932
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $13,971,161 |
| High net worth individuals | 45 | $143,027,669 |
| Charitable organizations | Fewer than 5 | $2,861,210 |
| Corporations or other businesses not listed above | 6 | $16,466,892 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Atlantic Beach, FL

### Websites listed on Form ADV (Item 1.I)
- parableadvisors.com
- LinkedIn @94411973

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $140,868,916 | 5 | March 7, 2025 |
| October 2026 | $176,326,932 | 5 | June 17, 2026 |

Regulatory assets under management: $140,868,916 in the October 2025 data and $176,326,932 in the October 2026 data, up 25%.
Total employees: 5 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TX.

### April 2026
- Regulatory assets under management went from $140,868,916 to $176,326,932 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parable Wealth Advisors (CRD 304873): Form ADV filing data as of October 2026.