Advisor at Parrish Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Kennesaw, GA 30152
Credentials
Series 65
Industry experience
22 years
Ryan Moledor is a financial advisor at Parrish Capital, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Krm Capital Management since 2004. Outside of his advisory role, he is also a licensed real estate agent who works on weekends. Parrish Capital, LLC is an SEC-registered advisory firm serving individuals, charitable organizations, corporations, and retirement plans. The firm combines written financial plans with ongoing portfolio management and employs a fundamental analysis-based investment process, including proprietary model portfolios focused on growth and income.
Based on Parrish Capital, LLC
Based on Parrish Capital, LLC
Financial planning fees assessed at fixed rates from $2,500 to $20,000; fixed project-based consultation fees range from $1,200 to $4,000
$0 - $250,000: 1.30% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $3,000,000: 1.05% $3,000,001+: .90%
Advisory consultation fees range from $75 to $450 per hour
Minimum fee: May assess a minimum annual advisory fee; accounts under $250,000 may incur a higher annual advisory fee rate Fee-only: Financial planning fees range from $2,500 to $20,000, negotiable; hourly advisory consultation fees range from $75 to $450 per hour; fixed project fees from $1,200 to $4,000, negotiable
1619 Collins Road, Suite 100
Kennesaw, GA 30152
Georgia
Krm Capital Management
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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