{
  "crd_number": 172783,
  "slug": "parrish-capital-llc-kennesaw-ga-172783",
  "primary_business_name": "PARRISH CAPITAL, LLC",
  "legal_name": "PARRISH CAPITAL, LLC",
  "dbas": [],
  "city": "Kennesaw",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-28",
  "carried_forward": false,
  "raum_total": 149960793.0,
  "raum_discretionary": 148900870.0,
  "raum_non_discretionary": 1059923.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 175442.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 20256710.0,
      "count": 169
    },
    "high_net_worth_individuals": {
      "raum": 123645912.0,
      "count": 65
    },
    "corporations_other_businesses": {
      "raum": 5882729.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "MO",
    "TX"
  ],
  "websites": [
    "https://facebook.com/parrishcapital",
    "https://instagram.com/parrish_capital",
    "https://linkedin.com/company/parrish-capital",
    "https://parrishcapital.com",
    "https://twitter.com/parrishcapital?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172783",
  "city_as_filed": "KENNESAW",
  "url": "https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783",
  "display_name": "Parrish Capital, LLC",
  "summary": "Parrish Capital, LLC is an SEC-registered investment advisory firm in Kennesaw, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.",
  "citation": "AdvisorCensus. Parrish Capital, LLC (CRD 172783): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Parrish Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Parrish Capital, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Parrish Capital, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 28, 2026 states: Flat fee: $2,500 to $20,000 (financial planning services); Hourly rate: $75 to $450 an hour (periodic advisory consultations); Flat fee: $1,200 to $4,000 (extensive consultative engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Parrish Capital, LLC located?",
      "a": "Parrish Capital, LLC's principal office is in Kennesaw, GA, according to its Form ADV."
    },
    {
      "q": "Is Parrish Capital, LLC registered with the SEC or a state?",
      "a": "Parrish Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 172783."
    },
    {
      "q": "How much does Parrish Capital, LLC manage?",
      "a": "Parrish Capital, LLC reports $149,960,793 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (99% discretionary)."
    },
    {
      "q": "How have Parrish Capital, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Parrish Capital, LLC: Regulatory assets under management: $112,349,477 in the October 2024 data and $149,960,793 in the October 2026 data, up 33%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Parrish Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (65); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Which custodians does Parrish Capital, LLC use?",
      "a": "Parrish Capital, LLC's 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."
    },
    {
      "q": "Does Parrish Capital, LLC report any disciplinary disclosures?",
      "a": "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/172783"
    },
    {
      "q": "What changed in Parrish Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $129,714,142 to $149,960,793 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 112349477.0,
      "total_employees": 3,
      "filing_date": "2024-07-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 129714142.0,
      "total_employees": 3,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 149960793.0,
      "total_employees": 3,
      "filing_date": "2026-03-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $129,714,142 to $149,960,793 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 to $20,000 (financial planning services)",
      "Hourly rate: $75 to $450 an hour (periodic advisory consultations)",
      "Flat fee: $1,200 to $4,000 (extensive consultative engagements)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $20,000 (financial planning services)"
        ],
        "quotes": [
          "Our fees for financial planning services are assessed at a fixed rate that ranges from $2,500 to $20,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $75 to $450 an hour (periodic advisory consultations)"
        ],
        "quotes": [
          "Our hourly fee for periodic advisory consultations ranges from $75 to $450 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,200 to $4,000 (extensive consultative engagements)"
        ],
        "quotes": [
          "For extensive consultative engagements, we offer project-based fees at a fixed rate of $1,200 to $4,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 75.0,
          "max": 450.0,
          "period": "hour",
          "service": "periodic advisory consultations"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1200.0,
          "max": 4000.0,
          "period": "one_time",
          "service": "extensive consultative engagements"
        }
      ]
    },
    "quotes": [
      "Our fees for financial planning services are assessed at a fixed rate that ranges from $2,500 to $20,000.",
      "Our hourly fee for periodic advisory consultations ranges from $75 to $450 per hour.",
      "For extensive consultative engagements, we offer project-based fees at a fixed rate of $1,200 to $4,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/parrish-capital-llc-kennesaw-ga-172783.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 169,
      "fewer_than_5": false,
      "raum": 20256710.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 123645912.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 175442.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5882729.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172783",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}