Broadpark Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,634,514
Total clients
17
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$684,383
About
Broadpark Advisors is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and financial consulting to individuals and a small number of institutional clients, including pension and profit‑sharing plans, charities, and business entities. Services are delivered through tailored engagements rather than model portfolios and include ongoing monitoring and implementation of customized investment programs.
The firm generally manages accounts on a discretionary basis, conducting at least quarterly account reviews and offering written financial plan preparation and periodic updates for clients who request them. Investment recommendations cover common instruments such as stocks, bonds, mutual funds and ETFs, and the firm’s stated toolkit also includes options strategies (including option writing) and, in certain circumstances, short‑term trading, margin, and short sales.
A distinctive feature is the firm’s affiliation with an accounting practice: the sole advisor holds a CPA license and refers clients to the affiliated accounting firm for tax and accounting services, a relationship the brochure discloses as a potential conflict of interest. For a firm of its size and structure it is also notable that it discloses the use of derivatives and option strategies within client accounts, does not participate in wrap programs or third‑party advisor arrangements, and does not vote proxies on clients’ behalf.
Client services
Financial planning
Portfolio management
Financial consulting services
Expertise
Income planning
Cash flow / budgeting
Fee options
Fixed fees ranging from $600 to $2,500 per year for portfolio management; $1,000 to $2,500 for financial planning and consulting.
0.30% to 1.00% annually (negotiable and based on individual client basis)
Hourly fees billed at $250 per hour for portfolio management and financial consulting services.
Minimum fee: Fixed fees for portfolio management typically range from $600 to $2,500 per year, billed quarterly. Fee-only: Fixed fees ranging from $1,000 to $2,500 and hourly fees at $250 per hour for stand-alone financial planning and consulting services.
Main office location
Broadpark Advisors, LLC
2119 Berkmar Dr, Ste C
Charlottesville VA 22901, United States
Number of offices
2
Most active in
Broadpark Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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