Park 64 Capital, LLC

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.