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Vandolf Parish

Capital Analysts
13 Years of Experience
Washington, DC
2 DisclosuresBroker
View SEC Summary
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Vandolf Parish is a registered investment advisor at Capital Analysts, based in Washington, DC, with 13 years of industry experience. Vandolf is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.

Capital Analysts
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
609 advisors
Number of Clients
15,840 clients
Average Client Portfolio
$554K average
Assets Under Management
$8.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.25%
$1.0M - $2.0M1.25%
$2M+1.25%

Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2001 L Street NW, Ste. 500, Washington, DC, 20036

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Financial
January 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Capital Analysts
August 2024 - Present · 2 yrs 2 mos
Lincoln Investment
August 2024 - Present · 2 yrs 2 mos
Lincoln InvestmentBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - May 2024 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - May 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - August 2022 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2020 - August 2022 · 1 yr 9 mos
Prudential Financial Planning Services
September 2020 - October 2020 · 1 mo
Prudential Financial Planning Services
July 2019 - December 2019 · 5 mos
Pruco Securities, LLC.Broker
June 2019 - October 2020 · 1 yr 4 mos
AXA Advisors, LLC
May 2018 - June 2019 · 1 yr 1 mo
AXA Advisors, LLCBroker
May 2018 - June 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - July 2016 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - July 2016 · 10 mos
Mha Financial CORPBroker
August 2014 - November 2014 · 3 mos
Mha Financial CORP
July 2014 - November 2014 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - February 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2012 - February 2014 · 1 yr 4 mos
Morgan Stanley Smith Barney LLC
November 2011 - July 2012 · 8 mos
Morgan Stanley Smith BarneyBroker
September 2011 - July 2012 · 10 mos
The Heritage Group, INC.Broker
July 1996 - August 1996 · 1 mo
H.J. Meyers & CO., INC.Broker
July 1995 - October 1995 · 3 mos
Robert Van Securities, INC.Broker
August 1993 - August 1995 · 2 yrs
Otra Clearing, INC.Broker
June 1992 - September 1992 · 3 mos
State Registrations8 states
CACODCMDNVNYRIVA
AdvisorBrokerBoth

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.
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