Theodore Lavelle Parrish
Investment adviser representative at Parrish Capital, LLC
11 yearsExperience
3 statesRegistered in
CFADesignation
$150MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Parrish Capital, LLCJan 2015 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 3 states (GA, LA, TX).
Parrish Capital, LLC
$150MAssets managed
238Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2943577
- Firm CRD
- 172783