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They include 106 high-net-worth individuals and 59 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Parcion Private Wealth offer?","answer":"Parcion Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Parcion Private Wealth charge?","answer":"Parcion Private Wealth charges 0.60%–1.50% a year for its Investment Management Fees. The fee is billed in arrears, is negotiable and requires an account of at least $10,000,000.","source":"PARCION PRIVATE WEALTH ADV PART 2A 03.02.2026, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Parcion Private Wealth use?","answer":"Parcion Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $2.7B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Parcion Private Wealth have?","answer":"Parcion Private Wealth has 10 investment adviser representatives registered with state securities authorities, out of 28 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Parcion Private Wealth invest in?","answer":"At the end of its last fiscal year, Parcion Private Wealth’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 13% other, 7% cash and equivalents, 3% state and local bonds and 1% U.S. government and agency bonds. The 13% other category is described as: Private LP'S/Investments\nVariable Annuities \nStructured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Parcion Private Wealth have a minimum investment?","answer":"Yes, Parcion Private Wealth’s minimum account size for its Investment Management Fees is $10M.","source":"PARCION PRIVATE WEALTH ADV PART 2A 03.02.2026, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Parcion Private Wealth?","answer":"Parcion Private Wealth’s direct owner is Terrance Cook (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Parcion Private Wealth get paid?","answer":"Parcion Private Wealth is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}