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PARALLEL EQUITY ADVISORS LTD.

Advisory

DUBLIN, OH

Data as of May 13, 2026 · Source: SEC Form ADV

Rank in OH

#734

of 748 advisers by AUM

Average account

$130K

across 387 accounts

AUM per adviser

$10M

5 advisers

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$50M

Discretionary AUM$0

Non-Discretionary AUM$50M

Discretionary %0%

Total Clients387

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, IN, OH, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

387 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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TRUE NORTH FINANCIAL ADVISORS, LLC

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ALBAN INVESTMENT MANAGEMENT, LLC

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