This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$272MItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$272M

Private client RAUM

$267MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$68.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

1Schedule D 1.F, beyond the principal office

Accounts

304

Individual clients

262

High net worth clients

40

SEC number

801-121333

CRD

144293

Filings on the tape

12

First filed

Apr 28, 2021

Latest filed

Sep 9, 2026

Organised

Limited Liability Company, WA

• Occurred

  Jun 4, 2025
  Advisor changed firm

  Brandon T Miller left Parker Financial Llc for Morgan Stanley (registered 2025-09-08)

  Form ADVobserved 4 days ago
• Occurred

  Apr 28, 2021
  First Form ADV filing

  Parker Financial Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0512d948-00f2-3896-ace0-080fdd954ffe

First observed

Apr 28, 2021

Last observed

Sep 9, 2026 11 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.