# Parsonex Advisory Services, Inc.

> Parsonex Advisory Services, Inc. is an SEC-registered investment advisory firm in Englewood, CO, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 160275
- Filed as: PARSONEX ADVISORY SERVICES, INC.
- Also doing business as: PARSONEX FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Englewood, CO
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160275
- AdvisorCensus page: https://advisorcensus.com/firm/parsonex-advisory-services-inc-englewood-co-160275

## Quick answers

**How is Parsonex Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Parsonex Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**How much does Parsonex Advisory Services, Inc. charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $100 an hour (consultations and financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Parsonex Advisory Services, Inc. located?**
Parsonex Advisory Services, Inc.'s principal office is in Englewood, CO, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Parsonex Advisory Services, Inc. registered with the SEC or a state?**
Parsonex Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160275.

**How much does Parsonex Advisory Services, Inc. manage?**
Parsonex Advisory Services, Inc. reports $271,312,952 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Parsonex Advisory Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Parsonex Advisory Services, Inc.: Regulatory assets under management: $87,950,497 in the October 2021 data and $271,312,952 in the October 2026 data, up 208%. Total employees: 3 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Parsonex Advisory Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (60); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Parsonex Advisory Services, Inc. report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160275

**Does Parsonex Advisory Services, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our minimum account size is typically $100,000."

**What changed in Parsonex Advisory Services, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $100,000

> Our minimum account size is typically $100,000.

- Hourly rate: $100 an hour (consultations and financial planning)

> Fees for consultations and financial planning are negotiable, but generally are billed at minimum of $100 per hour or a pre -determined fixed amount.

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

### Regulatory assets under management (Item 5.F)
- Total: $271,312,952
- Discretionary: $271,312,952
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 270 | $91,359,397 |
| High net worth individuals | 60 | $146,879,509 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $33,074,046 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 24 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160275

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Orange, CA
- Tustin, CA

### Websites listed on Form ADV (Item 1.I)
- parsonexadvisory.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $87,950,497 | 3 | July 26, 2021 |
| October 2022 | $100,393,643 | 4 | September 26, 2022 |
| October 2023 | $106,099,329 | 5 | March 30, 2023 |
| October 2024 | $151,613,090 | 5 | June 5, 2024 |
| October 2025 | $174,840,469 | 5 | March 30, 2025 |
| October 2026 | $271,312,952 | 24 | June 10, 2026 |

Regulatory assets under management: $87,950,497 in the October 2021 data and $271,312,952 in the October 2026 data, up 208%.
Total employees: 3 in October 2021 and 24 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $174,840,469 to $271,312,952 (+55%).
- No longer lists an office in Minden, NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Parsonex Advisory Services, Inc. (CRD 160275): Form ADV filing data as of October 2026.