# Parish & Company LLC

> Parish & Company LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 142713
- Filed as: PARISH & COMPANY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142713
- AdvisorCensus page: https://advisorcensus.com/firm/parish-and-company-llc-lake-oswego-or-142713

## Quick answers

**How is Parish & Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Parish & Company LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Parish & Company LLC located?**
Parish & Company LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Parish & Company LLC registered with the SEC or a state?**
Parish & Company LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 142713.

**How much does Parish & Company LLC manage?**
Parish & Company LLC reports $104,549,017 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Parish & Company LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (12).

**Does Parish & Company LLC 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/142713

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $104,549,017
- Discretionary: $104,549,017
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $7,719,019 |
| High net worth individuals | 34 | $96,829,998 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [parishinvestments.com](https://parishinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parish & Company LLC (CRD 142713): Form ADV filing data as of October 2026.