P
Parkview Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$760,000
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$84,444
About
The firm primarily serves individual clients and offers discretionary investment advisory services alongside general financial planning and consulting. It reports managing client portfolios with a stated account minimum and bills separately for planning time.
Investment decisions are grounded in fundamental equity analysis—earnings, price/earnings, dividend metrics and balance-sheet strength—supplemented by third‑party research accessed through its custodian platform. The firm emphasizes option-based overlays, using long‑dated LEAPS and routine covered‑call writing, and, for higher‑risk accounts, selling uncovered puts as part of portfolio management.
What is distinctive about the practice is the explicit and frequent use of options and other derivatives within separately managed accounts, an approach that is uncommon among peers. The firm documents these strategies with Excel models and specific examples before onboarding clients, and the adviser commonly trades the same securities for personal accounts at the same time as client trades.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
Fixed price options available for financial planning, dependent upon complexity
1.5% of net assets billed quarterly
$100 to $150 per hour
Account minimum: $50,000
Main office location
Parkview Capital Management
1 Parkview Terrace
Highland Park NJ 08904, United States
Number of offices
1
Most active in
Parkview Capital Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
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:
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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
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