Advisor at Entrust Parable Capital, LLC
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Firm
Entrust Parable Capital, LLC
Location
Edmond, OK
Credentials
Series 66
Industry experience
17 years
Corey Kenedy is a Series 66-licensed financial advisor with 17 years of industry experience. He has been the sole advisor at Entrust Parable Capital, LLC since 2014. Entrust Parable Capital is an independent registered investment adviser that offers discretionary and non-discretionary investment management along with comprehensive wealth management and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, individual securities, privately placed investments, and options.
Based on Entrust Parable Capital, LLC
$120 - $200 per hour depending on scope and professional
15% of annual net gains with a high-water mark, plus 1.50% annual AUM fee
Fee-only: Hourly fees range from $120 to $200, negotiable based on scope and professional
Edmond, OK
Oklahoma · Texas
Entrust Parable Capital, LLC
2014 - Present (12 years)
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Real estate agent
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Other specialized services
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