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Theodore Lavelle Parrish

PARRISH CAPITAL, LLC·KENNESAW, Georgia
SIE, Series 7, Series 66CFAClean record23 years registeredPARRISH CAPITAL, LLC
1619 COLLINS ROAD, KENNESAW, GA 30152CRD# 2943577Firm CRD# 172783

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Lavelle Parrish · KENNESAW, GA
Registration
CRD #2943577 · PARRISH CAPITAL, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PARRISH CAPITAL, LLC
Oct 2014 – present
HENSSLER FINANCIAL
Apr 2003 – Jan 2015
KENNESAW, GA
HENSSLER FINANCIAL
Apr 2003 – Jan 2015
KENNESAW, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 7, 2003
Years registered · 23
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARRISH CAPITAL, LLC
CRD 172783 · SEC 801-130856
AUM
$112M
Regulatory assets under management
Employees
3
335 client accounts
Services offered by PARRISH CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARRISH CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Theodore Lavelle Parrish offer?
Theodore Lavelle Parrish specializes in Financial Planning, Investment Management. Contact their office in KENNESAW, Georgia for a consultation.
What are Theodore Lavelle Parrish's credentials?
Theodore Lavelle Parrish holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Theodore Lavelle Parrish located?
Theodore Lavelle Parrish is based in KENNESAW, Georgia, working with PARRISH CAPITAL, LLC. Their office serves clients in the KENNESAW metropolitan area and surrounding communities.
How does Theodore Lavelle Parrish charge for services?
Theodore Lavelle Parrish's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARRISH CAPITAL, LLC?
PARRISH CAPITAL, LLC has approximately 3 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan W Moledor
KENNESAW, GA

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