Parabla, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,673,594
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
36
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$629,822
About
Parabla serves individuals, high-net-worth individuals, families, trusts, retirement plans, profit-sharing plans, corporations, and other businesses by providing ongoing portfolio management, fixed-fee financial planning deliverables, and employee benefit plan consulting. The firm reports approximately $22.7 million in assets under management across about 36 client relationships and also offers periodic educational seminars on investments and personal finance.
The advisor works with clients to create Investment Policy Statements and typically operates with discretionary authority to implement hybrid active/passive portfolios that primarily use ETFs and individual stocks while favoring a long-term view. Investment decisions draw on fundamental, technical, cyclical, and charting analysis and are applied through proprietary model portfolios that are monitored and rebalanced against client objectives and drift parameters.
What is distinctive for a small independent advisor is the explicit offering of pension and employee benefit plan services, including creating written pension consulting plans, recommending and monitoring money managers and other plan service providers, and receiving compensation for pension services on a monthly-in-arrears basis from plan sponsors. The firm also discloses policies designed to allocate limited-supply opportunities (such as IPOs) fairly among clients and participates in custodial programs (Schwab and Altruist) that facilitate block trading and institutional support.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Wealth management
Real estate investing
Fee options
Financial planning fixed fees ranging from $0 to $15,000, negotiated per project scope.
$0 - $2,000,000: 1.00% $2,000,000+: 0.25%
Account minimum: $500,000 per relationship (preferred minimum, but no absolute minimum) Fee-only: Fee-only investment management firm; no commissions or sales charges accepted.
Main office location
Parabla, LLC
8004 Linville Rd., Suite D 3
Oak Ridge NC 27310, United States
Number of offices
1
Most active in
Parabla, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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
Quick links
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