Park 64 Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,482,263
Clients
53
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$405,326
About
Park 64 Capital provides discretionary asset management and financial planning and consulting to individual (including high‑net‑worth) and business clients, managing custodial accounts across a broad range of securities and offering project‑based or ongoing planning. The firm also advises and, in some cases, manages held‑away accounts such as 401(k)s, HSAs and 529 plans where it implements asset allocation and rebalancing.
Investment decisions draw on both fundamental and technical analysis and can follow long‑term or short‑term strategies, with portfolios that may include stocks, bonds, mutual funds, ETFs, REITs and options. The firm typically exercises ongoing discretionary supervision and uses an order management system to implement trades and rebalances for certain separately managed or held‑away accounts, while providing non‑discretionary advice for others.
Distinctive aspects disclosed in the brochure include the principal’s ownership of an outside mortgage brokerage, a source of other financial‑product activity that the firm addresses through disclosure and client choice, and the firm’s use of derivatives (for example, options) within separately managed accounts — a practice that is relatively uncommon among peer independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Real estate investing
Options & derivatives strategies
Fee options
$1,000 to $50,000 (one-time)
0.35% to 1.25%
$250 - $500 per hour
$100 – $400 per month
Account minimum: $150,000
Main office location
Park 64 Capital, LLC
Austin TX, United States
Number of offices
1
Most active in
Park 64 Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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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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.
Forms ADV
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