Parker Investment Management, LLC
SEC RegisteredINVEST FOR A BRIGHTER FUTURE
About the firm
Parker Invest is an independent, fee-only SEC-registered investment advisory firm with approximately $725 million in assets under management as of December 31, 2025. Clients' assets are held in separate, individually managed accounts, and the firm is required by law to act as a fiduciary, always putting clients' interests first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers individually managed accounts across three customizable strategies (Growth, Growth & Income, or Income), investing primarily in mutual funds and ETFs selected based on performance, volatility, and expense ratio, with a focus on tax-efficient portfolio management in taxable accounts.
Who they serve
Individuals seeking investment management services whose financial needs may be a good fit with the firm's strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 143 | $29M |
| High Net Worth Individuals | 188 | $696M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parker Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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