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Parks' Southwestern Enterprises, LLC (Stephenville)


Parks' Southwestern Enterprises, LLC is an adviser based in Stephenville. It manages $40 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

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Parks' Southwestern Enterprises provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parks' Southwestern Enterprises: assets under management

The assets under management (AUM) of Parks' Southwestern Enterprises, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parks' Southwestern Enterprises, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stephenville

The principal office where Parks' Southwestern Enterprises, LLC performs its advisory services is located at 105 East Road, Stephenville, TX 76401, which is also the mailing address of the firm. An additional office of the firm is in Abilene, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (254) 968-6428. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at southwesternadvisorygroup.com.


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