RIA IntelAdvisersTexasPARKER PRESCOTT CAPITAL MANAGEMENT, LLC

PARKER PRESCOTT CAPITAL MANAGEMENT, LLC

Advisory

DALLAS, TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX
#2,729
of 2,813 advisers by AUM
Average account
$64K
across 7 accounts
AUM per adviser
$447K
1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$447K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$447K
Discretionary AUM$447K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

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SA FINANCIAL SOLUTIONS, LLC
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PARK 10 FINANCIAL LLC
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$468K
IN-CHRIST ASSET MANAGEMENT, LLC
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$420K

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