Parabolic Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,664,136
Clients
42
29% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$563,432
About
Parabolic Asset Management LLC provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client, offers estate‑planning assistance through EncorEstate Plans, and has no stated account minimum.
The adviser’s investment process blends technical and fundamental methods—charting, quantitative models, cyclical analysis and modern portfolio theory—and employs both long‑ and short‑term trading. The brochure explicitly discloses the use of leveraged and derivative strategies, including options (covered and uncovered), short sales, margin transactions and inverse ETFs, and discusses the material risks associated with those strategies.
Compared with many solo independent advisers, the brochure describes firm‑prepared periodic written communications and the inclusion of performance‑related materials and hypothetical examples in its disclosures, along with standard custodian reporting. The firm also identifies Interactive Brokers as a recommended custodian and notes the potential receipt of research or soft‑dollar benefits, plus the integration of estate‑planning services, factors that may be relevant when comparing PAMLLC to peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Estate planning services
Expertise
Annuities
Options & derivatives strategies
Real estate investing
Fee options
Estate planning fixed fees: $275 for services plus EncorEstate Plans fees (Trust $625, Will $375, Amendment $125, Deeds $250, Visual Summary $150)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
$200 per hour, up to a maximum of $2,000 per financial plan
Main office location
Parabolic Asset Management LLC
Coronado CA, United States
Number of offices
1
Most active in
Parabolic Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
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:
-
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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