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PARRISH CAPITAL, LLC

KENNESAW, GA · CRD 172783 · IAPD ↗ · parrishcapital.com · (800) 618-1940

$150.0MRegulatory AUM
2Advisory reps
3Employees
3Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — PARRISH CAPITAL, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
September 2024 — PARRISH CAPITAL, LLC (KENNESAW, GA) is newly SEC-registered with $112.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.