P
Parkview Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,619,306
Total clients
25
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$1,704,772
About
Parkview Capital LLC provides advisory services to individual and high‑net‑worth clients, delivering ongoing portfolio management and financial planning. As of December 2025 the firm reports approximately $42.6 million in discretionary assets across about 25 client accounts and documents each client’s goals and risk tolerance in an Investment Policy Statement.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative techniques and technical analysis to build tailored asset allocations and monitor accounts, and it generally seeks discretionary authority to implement trades. Investment strategies include long‑ and short‑term trading and options trading (including covered, uncovered and spread strategies), and the firm uses mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real‑estate funds, hedge funds and non‑U.S. securities.
Noteworthy aspects of the practice include a firm requirement that clients custody assets at Schwab Institutional and the receipt of Schwab institutional services and soft‑dollar benefits, which the brochure identifies as a potential incentive when selecting custodians. The firm also structures financial planning as a primarily one‑time deliverable, does not engage third‑party subadvisers, and does not accept performance‑based fees.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
$500 per hour (negotiable)
Main office location
Parkview Capital LLC
Germantown MD, United States
Number of offices
1
Most active in
Parkview Capital LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")