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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PARKER ADVISORY GROUP, LLC

CRD 150946

ST. GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d47ea73f-2703-4f5a-685c-157ea0066afc

Data as of Feb 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jun 29, 2017 to Feb 22, 2024
19 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $188MItem 5.F on the latest filing (2024-02-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $188M
Private client RAUM: $188MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 463
Individual clients: 131
High net worth clients: 66
SEC number: 801-110931
CRD: 150946
Filings on the tape: 19
First filed: Jun 29, 2017
Latest filed: Feb 22, 2024
Organised: Limited Liability Company, Utah

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PARKER, CHAD, WILLIAM	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	11/2008	Jun 29, 2017	Feb 22, 2024
ANDERSEN, KAYLAN, DEVEN	Advisor	A	no	01/2022	Mar 9, 2023	Feb 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EP WEALTH ADVISORS, LLC.	n/a	Independent wealth	$45B	N	yes	n/a
NUWEALTH ADVISORS, LLC	n/a	State registered	$31.5M	N	yes	n/a
AEP INVESTMENTS, LLC,	n/a	n/a	n/a	N	yes	n/a
NEBKA INVESTMENTS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Mesquite	Nv	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 22, 2024	$188M	$188M	4	2	1	n/a	n/a
2022	Mar 9, 2023	$187M	$187M	4	2	1	n/a	n/a
2021	Mar 23, 2022	$193M	$193M	4	2	1	n/a	n/a
2020	Mar 19, 2021	$170M	$170M	3	2	1	n/a	n/a
2019	Feb 24, 2020	$160M	$160M	3	2	1	n/a	n/a
2018	Feb 13, 2019	$145M	$141M	3	2	1	n/a	n/a
2017	Mar 2, 2018	$133M	$131M	3	2	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$188M	$187M	0.3%	$170M	3.3%	4	4	1	1

Relationships

Affiliated with (2)

→ EP WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ NUWEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (1)

← PARKER, CHAD, WILLIAMOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 29, 2017 to presentfactForm ADV

Owns (1)

← ANDERSEN, KAYLAN, DEVENOwnerADVISOR, ownership code A, individual
Mar 9, 2023 to presentfactForm ADV

Registered with (2)

← CHAD WILLIAM PARKERAdvisorregistration: previous registration
Sep 24, 2009 to Mar 29, 2024factForm ADV
← KAYLAN DEVEN ANDERSENAdvisorregistration: previous registration
Jan 11, 2017 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 29, 2024
Advisor changed firm
Chad William Parker left Parker Advisory Group, Llc for Ep Wealth Advisors (registered 2024-02-15)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Advisor changed firm
Kaylan Deven Andersen left Parker Advisory Group, Llc for Nuwealth Advisors, Llc (registered 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2022
Succession filed (Item 4)
Parker Advisory Group, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2017
First Form ADV filing
Parker Advisory Group, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d47ea73f-2703-4f5a-685c-157ea0066afc
First observed: Jun 29, 2017
Last observed: Feb 22, 2024 31 months 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.

PARKER ADVISORY GROUP, LLC

CRD 150946

ST. GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d47ea73f-2703-4f5a-685c-157ea0066afc

Data as of Feb 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PARKER, CHAD, WILLIAM

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

11/2008

Jun 29, 2017

Feb 22, 2024

ANDERSEN, KAYLAN, DEVEN

Advisor

01/2022

Mar 9, 2023

Feb 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EP WEALTH ADVISORS, LLC.

n/a

Independent wealth

$45B

yes

n/a

NUWEALTH ADVISORS, LLC

n/a

State registered

$31.5M

yes

n/a

AEP INVESTMENTS, LLC,

n/a

yes

n/a

NEBKA INVESTMENTS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Mesquite

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 22, 2024

$188M

n/a

2022

Mar 9, 2023

$187M

n/a

2021

Mar 23, 2022

$193M

n/a

2020

Mar 19, 2021

$170M

n/a

2019

Feb 24, 2020

$160M

n/a

2018

Feb 13, 2019

$145M

$141M

n/a

2017

Mar 2, 2018

$133M

$131M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$188M

$187M

0.3%

$170M

3.3%