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PARKER FINANCIAL LLC
CRD 144293File 801-121333
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$272.0M
Below cohort median (national)
Discretionary AUM
$272.0M
Clients
304
304 accounts
Employees
5
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 1, 2021
- Principal office
- 9230 BAY SHORE DR NW #201, SILVERDALE, WA, 98383
- Phone
- 360-337-2701
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.0M
- Discretionary AUM
- $272.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 304
- Non-discretionary accounts
- 0
- Total accounts
- 304
- AUM per client
- $895K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.6M |
| High net worth individuals | 40 | $96.2M |
| Individuals (other than high net worth individuals) | 262 | $171.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 301 | 304 | increased by3 |
| Apr 1, 2026 | AUM | $217,000,000 | $272,049,379 | increased by$55,049,379 |
| Apr 1, 2026 | Accounts | 301 | 304 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 6 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 244 | 301 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $122,407,141 | $217,000,000 | increased by$94,592,859 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 244 | 301 | increased by57 |
| Apr 1, 2022 | Clients | 145 | 244 | increased by99 |
| Apr 1, 2022 | AUM | $108,218,541 | $122,407,141 | increased by$14,188,600 |
| Apr 1, 2022 | Accounts | 245 | 244 | decreased by1 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARKER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARKER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.