Parabolic Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parabolic Asset Management LLC provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client, offers estate‑planning assistance through EncorEstate Plans, and has no stated account minimum.
The adviser’s investment process blends technical and fundamental methods—charting, quantitative models, cyclical analysis and modern portfolio theory—and employs both long‑ and short‑term trading. The brochure explicitly discloses the use of leveraged and derivative strategies, including options (covered and uncovered), short sales, margin transactions and inverse ETFs, and discusses the material risks associated with those strategies.
Compared with many solo independent advisers, the brochure describes firm‑prepared periodic written communications and the inclusion of performance‑related materials and hypothetical examples in its disclosures, along with standard custodian reporting. The firm also identifies Interactive Brokers as a recommended custodian and notes the potential receipt of research or soft‑dollar benefits, plus the integration of estate‑planning services, factors that may be relevant when comparing PAMLLC to peers.
Client services
Expertise
Fee options
Estate planning fixed fees: $275 for services plus EncorEstate Plans fees (Trust $625, Will $375, Amendment $125, Deeds $250, Visual Summary $150)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
$200 per hour, up to a maximum of $2,000 per financial plan
Main office
Coronado CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Parabolic Asset Management LLC · Trinidad, Rainier
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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