P
Parrillo Investors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Parrillo Investors LLC offers non-discretionary investment consulting to a range of investors — including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities — rather than providing ongoing asset management or custody of client funds. The firm delivers a standalone analysis, a proposed portfolio and a written investment policy, and engagements conclude after delivery unless the client opts for continued consultative access.
The firm’s process centers on a structured risk-assessment and probability-based framework, using an iterative questionnaire and third-party analytics (Nitrogen/formerly Riskalyze) to generate a numeric risk score and probabilistic return projections over short- and longer-term horizons. Recommendations typically favor diversified, lower-cost vehicles such as ETFs and certain mutual funds, and the adviser emphasizes minimizing investment costs and calibrating portfolios to a client’s dollar-based tolerance for loss.
Compared with many investment-manager peers, Parrillo Investors is notable for its consulting-only, non-discretionary model and for not charging percentage-of-assets-under-management fees — it uses fixed, engagement-based consulting arrangements with an optional ongoing consultation option. The firm is a single-advisor practice that does not implement trades or accept custody, positioning its service more as an objective, institutional-style consultation for investors who retain control of execution.
Client services
Investment consulting services
Expertise
Wealth management
Passive / index investing
Fee options
Fixed one-time fee of $10,000 for initial investment consulting services; $1,000 for subsequent 30-day review engagements
Account minimum: $1,000,000 Minimum fee: Initial consultation fee of $10,000; Subsequent 'check-in' review fee of $1,000 per 30-day engagement Fee-only: Fixed one-time fee of $10,000 for initial consultation and planning; subsequent fixed fees for additional consultations starting at $1,000
Main office location
Parrillo Investors LLC
Williamsburg VA, United States
Number of offices
1
Most active in
Parrillo Investors LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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