Theodore Parrish
Parrish Capital · Kennesaw, Georgia
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.
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Specialties
Facts
| Firm | Parrish Capital |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Assets under management | $150.0M across 410 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, LA, TX · CRD 2943577 |
| Exams passed | Series 66 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.parrishcapital.com |
How Theodore's firm compares
- Parrish Capital's average account is about $366,000, from its Form ADV (assets managed divided by 410 accounts).
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Questions about Theodore
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Parrish Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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