RM
RM

Ryan Moledor

22 Years of Experience
Kennesaw, GA

Ryan Moledor is a registered investment advisor at Parrish Capital, LLC, based in Kennesaw, GA, with 22 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 232 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
232 clients
Average Client Portfolio
$559K average
Assets Under Management
$129.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.25%
$500K - $1.0M1.15%
$1.0M - $3.0M1.05%
$3M+0.90%

Fees are negotiable. Accounts with values of less than $250,000 may incur a higher annual advisory fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1619 Collins Road, Suite 100, Kennesaw, GA, 30152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan works as a real estate agent on the weekends. This activity is not investment-related.

Employment History
Current Registrations
Parrish Capital, LLC
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Krm Capital Management
July 2004 - December 2017 · 13 yrs 5 mos
Hiller George M Companies LLC
August 2003 - July 2004 · 11 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Moledor - Financial Advisor | TrueAdvisor