Parsonex Advisory Services, Inc.
- Regulatory AUM
- $271M
- Discretionary
- $271M
- Clients
- 331
- Avg AUM / client
- $820K
- Accounts
- 1,079
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $91.4M | 33.7% |
| High net worth individuals | 60 | $147M | 54.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $33.1M | 12.2% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Edward Miller | Ceo | Dec 2011 (15y) | ≈ 56.25% – 100% via Parsonex Enterprises, Inc. | |
| Neustrom, Brian, William | Cco | Mar 2024 (2y) | Less than 5% | |
| Carol Marie Griffin | Registered representative | Jan 2021 (6y) | ||
| John Allen Mccarthy | Registered representative | Jan 2021 (6y) | ||
| Robert Edward Sutton | Registered representative | Jan 2021 (6y) | ||
| Andrew Lawrence Allard | Registered representative | Jan 2021 (6y) | ||
| Michael J Beardi | Registered representative | Jan 2021 (6y) | ||
| Robert Gibson Fuhrman | Registered representative | Jan 2021 (6y) | ||
| Salma Abdulla | Registered representative | CFA | Mar 2023 (3y) | |
| Mark Randall Molenaar | Registered representative | Mar 2023 (3y) | ||
| Blake Steven Anderson | Registered representative | Jun 2025 (1y) | ||
| Matthew Ryan Pettera | Registered representative | Jun 2025 (1y) | ||
| Zachary Daniel Stewart | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Parsonex Enterprises, Inc. | Parent Company | Dec 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Edward Miller: 75% – 100% of Parsonex Enterprises, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗