Enhancing Capital Llc
- Regulatory AUM
- $368M
- Discretionary
- $368M
- Clients
- 21
- Avg AUM / client
- $17.5M
- Accounts
- 58
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $2.9M | 0.8% |
| High net worth individuals | 6 | $4.5M | 1.23% |
| Pooled investment vehicles (non-investment companies) | 1 | $21.7M | 5.89% |
| Charitable organizations | Fewer than 5 clients | $1.3M | 0.36% |
| Insurance companies | Fewer than 5 clients | $307M | 83.4% |
| Corporations and other businesses | 7 | $30.8M | 8.36% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $17.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Enhancing Capital Partners, Lp | Hedge Fund | Pennsylvania | $17.1M | 7 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Parmer, Barbara, Jean | Member, Trustee | Mar 2010 (16y) | ≈ 37.5% – 75% via Parmer 2016 Family Continuity Trust | |
| Parmer, George, Aldus | Member, Trustee | Mar 2010 (16y) | ≈ 37.5% – 75% via Parmer 2016 Family Continuity Trust | |
| George Adam Parmer | Vice President | Jan 2019 (8y) | Less than 5% | |
| Richard Leeway Chen | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Thomas Oren Seymour | Registered representative | Mar 2019 (7y) | ||
| Montana James Lutz | Registered representative | Jul 2022 (4y) | ||
| Owen Michael Haworth | Registered representative | Aug 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Parmer 2016 Family Continuity Trust | Member, Trust | Jun 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Parmer, Barbara, Jean: 50% – 75% of Parmer 2016 Family Continuity Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Parmer, George, Aldus: 50% – 75% of Parmer 2016 Family Continuity Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $17.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Enhancing Capital Partners, Lp | Hedge Fund | $17.1M | $250K | 7 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $230M (63% of AUM) Mar 2026
- First State Trust Company $83.3M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗