# Theodore Parrish

> Theodore Parrish is a fee-only financial advisor at Parrish Capital in Kennesaw, Georgia, who holds the CFA credential. Theodore charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/theodore-parrish/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Parrish Capital
- **Based in:** Kennesaw, Georgia
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $150.0M across 410 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 2943577 (https://adviserinfo.sec.gov/individual/summary/2943577)
- **SEC registration:** Investment adviser representative in GA, LA, TX
- **Exams passed:** Series 66 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.parrishcapital.com

## Frequently asked questions

### Is Theodore Parrish a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Parrish Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore charges a percentage of assets.

### Does Theodore work with clients virtually?

Yes. Parrish Capital says on its website that it works with clients remotely.

### Where is Theodore Parrish based?

Theodore Parrish is based in Kennesaw, Georgia.

### What does Theodore specialize in?

Theodore's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Theodore Parrish hold?

Theodore Parrish holds the CFA credential.

### Is Theodore Parrish registered with the SEC?

Yes. Theodore Parrish is registered as an investment adviser representative in GA, LA and TX (CRD 2943577), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Parrish Capital manage?

Parrish Capital reports $150.0M across 410 accounts in assets under management.

### How do I contact Theodore Parrish?

Through Theodore's website, www.parrishcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2943577): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://parrishcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.