SourcingSourcing

PARSONEX ADVISORY SERVICES, INC.

C29
CRD 160275·SEC 801-74543·ENGLEWOOD, CO
AUM
$271.3M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$814K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARSONEX ADVISORY SERVICES, INC.
CRD
160275
SEC file #
801-74543
EIN
454060756
DBA names
—

Economics

AUM
$271.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$49.7M → $271.3M▲ +446%
Client mix
Individuals Other270
Individuals High Net Worth60
Pooled Investment Vehicles1

Operations

Employees (total)
24
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
parsonexadvisory.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PARSONEX ENTERPRISES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PARSONEX ENTERPRISES, INC.
Miller, Jonathan, Edward
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.818
Web Signal Quality
ok
Wayback Last Material Change
2024-08-10T13:20:52.000Z
Wayback Snapshot Count
66
Wayback Snapshots Last 12mo
6
Wayback First Snapshot
2013-08-29T06:42:05.000Z
Wayback Last Snapshot
2025-12-07T18:37:17.000Z
Rdap Domain
PARSONEXADVISORY.COM
Rdap Domain Creation Date
2011-12-26T19:31:36Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002107398
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2026-02-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002107398-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3542
Soi Zip Pct 200k Plus
0.1381
Soi Zip Returns 200k Plus
2,600
Soi Zip Total AGI
2,397,740
Census Median Hh Income
104,442
Census High Income Households
3,192
Census Median Age
35.6
Census Pop 65 66 Total
493
Census Total Households
15,927
Census NAICS 523930 Count
21
Fdic Zip Total Deposits
67,497,481,000
Fdic Zip Branch Count
696
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Trust Company of America

Compliance & brand

Firm Registration Status
active

All other collected signals (35)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
12
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Census Bachelors Plus Count
9,156
Census Median Home Value
571,000
Census NAICS 523930 Employees
0
Census Unemployed Count
977
Census Zip
80112
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
8310 SOUTH VALLEY HIGHWAY SUITE 110ENGLEWOOD, CO 80112
Business
8310 SOUTH VALLEY HIGHWAY SUITE 110ENGLEWOOD, CO 80112
Edgar EIN
454060756
Edgar Recent Filings
13F-HR2026-05-12 · 0002107398-26-000004
13F-HR2026-02-12 · 0002107398-26-000003
Fdic Zip Branches Raw
Bank One, Denver, National AssociationEnglewood, CO
Arapahoe Bank and TrustArapahoe County, CO
Fdic Zip HHI
1202.28
Fdic Zip Top Bank Share Pct
30.2
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-26T19:31:36Z
Rdap Domain Last Changed
2025-12-27T18:30:42Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,233
Returns3,740
Stub 2
AGI127,366
Returns3,370
Stub 3
AGI181,670
Returns2,920
Soi Zip Total Business Income
85,001
Soi Zip Total Cap Gains
150,300
Soi Zip Total Dividends
86,028
Soi Zip Total Returns
18,830
Trust Company Affiliate
No
Wayback Avg Days Between Changes
166.6
Wayback Closest Snapshot Ts
2025-12-07T18:37:17.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20251207183717/http://parsonexadvisory.com/
Wayback Distinct Digest Count
25

People (13)

13
Neustrom, Brian, William
IAR · Executive Officer · 2.5%
5530526
Miller, Jonathan, Edward
IAR · Executive Officer · 2.5%
4153196
MARK RANDALL MOLENAAR
IAR
4615665
ROBERT EDWARD SUTTON
IAR
5043790
JOHN ALLEN MCCARTHY
IAR
5473549
Robert Gibson Fuhrman
IAR
6759755
ANDREW LAWRENCE ALLARD
IAR
1862846
MICHAEL J BEARDI
IAR
4024705
CAROL MARIE GRIFFIN
IAR
4652643
ABDULLA, SALMA
IAR
4961794
Matthew Ryan Pettera
IAR
6399972
ZACHARY DANIEL STEWART
IAR
6809213
Blake Steven Anderson
IAR
7920242