# Paraklete Financial, Inc.

> Paraklete Financial, Inc. is a state-registered investment advisory firm, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated February 27, 2026.

- CRD: 142323
- Filed as: PARAKLETE FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142323
- AdvisorCensus page: https://advisorcensus.com/firm/paraklete-financial-inc-142323

## Quick answers

**How is Paraklete Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Paraklete Financial, Inc. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Paraklete Financial, Inc. registered with the SEC or a state?**
Paraklete Financial, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142323.

**What types of clients does Paraklete Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (14).

**Does Paraklete Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142323

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $0 |
| High net worth individuals | 55 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AR, AZ, CA, CO, FL, GA, LA, NC, TN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- parakletefinancial.com
- Facebook @parakletefinancial
- LinkedIn @paraklete-financial-inc.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paraklete Financial, Inc. (CRD 142323): Form ADV filing data as of October 2026.