Data / Investment advisers / Colorado / Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc., Englewood, CO: $271 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Parsonex Advisory Services, Inc. is an SEC registered investment adviser with its main office in Englewood, Colorado and reports $271 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and subscription fees. It advises 1 private fund.
The request: Watch Parsonex Advisory Services, Inc. (CRD number 160275): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 160275
- SEC file number
- 801-74543
- SEC status
- Approved, effective March 27, 2012
- Main office
- 8310 S. Valley Highway Suite 205, Englewood, CO 80112
- Phone
- (303) 662-8700
- Website
- parsonexadvisory.com
- Regulatory AUM
- $271,312,952 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $271,312,952
- Accounts
- 1,079
- Employees
- 24, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $30,387,458
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $146.9 million |
| Individuals (other than high net worth individuals) | 270 | $91.4 million |
| Pooled investment vehicles | 1 | $33.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $271.3 million | March 31, 2026 |
| December 1, 2025 | $174.8 million | March 30, 2025 |
Other advisers in Englewood
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wakefield Wealth Management, LLLP | Englewood | $512.9 million | Not listed | adviserinfo.sec.gov |
| Wakefield Asset Management, LLLP | Englewood | $454 million | Not listed | adviserinfo.sec.gov |
| Boulder Asset Management | Englewood | $426.1 million | Not listed | adviserinfo.sec.gov |
| Cherry Creek Investment Advisors Inc | Englewood | $351.9 million | Not listed | adviserinfo.sec.gov |
| Leh III Management LLC | Englewood | $335.9 million | 4 | adviserinfo.sec.gov |
| Stone Creek Group, LLC | Englewood | $250.6 million | 4 | adviserinfo.sec.gov |
| Essential Investment Partners, LLC | Englewood | $223 million | Not listed | adviserinfo.sec.gov |
| Rigden Capital Strategies | Englewood | $168.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Englewood, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Parsonex Advisory Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.