Parkview Capital LLC

Overview

Parkview Capital LLC is an independent RIA organized as an LLC that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm charges a combination of a percentage of assets under management and hourly fees. Its stated investment posture favors equities as the primary return engine, supplemented by third‑party alternative managers and mutual funds to broaden portfolio exposures and manage risk. Parkview does not position itself as an ESG or multi‑state adviser. Investment activity centers on discretionary portfolio management with a tilt toward exchange‑traded instruments for the core allocation and selective use of external managers for less liquid or specialized exposures. The firm’s client base is concentrated—relatively few households with meaningful account sizes—so investment decisions appear oriented toward customized portfolios rather than mass‑market packaged strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices