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Parkhurst Consulting CPA PC
PARKHURST CONSULTING CPA PC is an SEC-registered investment adviser in CEDAR PARK, TX. The firm manages approximately $5 million in regulatory assets.
Parkhurst Consulting CPA PC
PARKHURST CONSULTING CPA PC is an SEC-registered investment adviser in CEDAR PARK, TX. The firm manages approximately $5 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Parkhurst Consulting CPA PC?
The firm does not publicly disclose named principals or investment committee members. As a CPA-led RIA, investment decisions are likely managed by licensed advisors within the firm, but no specific individual names are available in public records.
Is Parkhurst Consulting CPA PC structured as a family office or a traditional RIA?
Parkhurst Consulting CPA PC operates as a registered investment advisor, not a family office. It provides tax, accounting, and investment management services to external clients, including high-net-worth individuals and businesses. Its structure is closer to a boutique CPA firm with an advisory arm.
Does Parkhurst Consulting CPA PC participate in fund commitments or only direct investments?
The firm likely invests client assets through low-cost ETFs and mutual funds rather than direct deals or private fund commitments. No public data indicates participation in venture capital, private equity, or hedge fund investments.
What investment stages does Parkhurst Consulting CPA PC typically target?
Given its RIA registration and focus on wealth management, the firm likely targets publicly traded securities across market-cap segments. It does not publicly disclose stage-specific strategies, such as growth equity or early-stage venture.
Which sectors does Parkhurst Consulting CPA PC explicitly avoid?
The firm does not publicly disclose sector avoidance policies. Its low-cost ETF approach suggests broad market exposure rather than concentrated sector bets.
How is Parkhurst Consulting CPA PC related to other advisory firms or entities?
No public information links Parkhurst Consulting CPA PC to parent companies or affiliated entities. The firm appears to operate independently as a standalone CPA and RIA practice.
Where does the underlying wealth come from for clients served by Parkhurst Consulting CPA PC?
The firm serves high-net-worth individuals and small business owners, but does not disclose specific wealth origins. Typical clients likely include professionals, business owners, and retirees with tax-efficient planning needs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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