SourcingSourcing

PARKER FINANCIAL LLC

C29
CRD 144293·SEC 801-121333·SILVERDALE, WA
AUM
$272.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$816K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARKER FINANCIAL LLC
CRD
144293
SEC file #
801-121333
EIN
205926120
DBA names
—

Economics

AUM
$272.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$108.2M → $272.0M▲ +151%
Client mix
Individuals Other262
Individuals High Net Worth40
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
SILVERDALE WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARKER, JASON, RANDALL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PARKER, JASON, RANDALL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:parker.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001965668
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-13
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001965668-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
9230 BAYSHORE DR NWSTE 201SILVERDALE, WA 98383
Business
9230 BAYSHORE DR NWSTE 201SILVERDALE, WA 98383
Edgar EIN
205926120
Edgar Recent Filings
13F-HR2026-04-21 · 0001965668-26-000002
13F-HR2026-02-03 · 0001965668-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5352178
Trust Company Affiliate
No

People (4)

4
PARKER, JASON, RANDALL
IAR · Direct Owner · 87.5%
5352178
HEATHER DAWN HUGHES-HENRICHSEN
IAR
6083955
Timothy Joseph Tenbrink
IAR
6712905
Christopher Scott Schuchart
IAR
8248903