PARK, MILLER, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Park, Miller, LLC provides discretionary portfolio management and optional stand‑alone financial planning and consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm conducts periodic monitoring and account reviews and typically implements client mandates through custodial arrangements with recommended custodians.
Investment implementation is centered on mutual funds, ETFs, bond funds and, when appropriate, allocations to unaffiliated independent managers, using longer‑term, short‑term and trading strategies and occasional covered‑call writing. For qualified investors the firm performs due diligence on unaffiliated private investments and may recommend private debt or private funds on a non‑discretionary basis, generally treating those holdings as part of assets under management.
Compared with many peers, the firm is notable for operating from five offices while remaining a small advisory team and for its role as adviser and general partner to an affiliated private equity fund that is closed to new investors and entitled to performance‑based compensation. Park, Miller discloses that the affiliated fund typically receives priority for limited investment opportunities, relies on sponsor‑provided valuations for private assets, and uses the audit‑exception for custody of the pooled vehicle, factors that introduce additional conflicts and operational considerations it discloses to clients.
Client services
Expertise
Fee options
$5,000 to $20,000 fixed fee basis
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $15,000,000: 0.60% $15,000,001 - $25,000,000: 0.55% $25,000,001 - $40,000,000: 0.50% $40,000,001 - $50,000,000: 0.45% $50,000,001 - $60,000,000: 0.425% $60,000,001 - $75,000,000: 0.40% $75,000,001 - $100,000,000: 0.375% $100,000,001+: 0.35%
$400 per hour
Performance-based fees from the Affiliated Fund for qualified clients; details in fund offering documents
Main office
See office2121 North California Blvd., Suite 290
Walnut Creek CA 94596
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Nevada
Also doing business as
Coyote, LLC · Park, Miller, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
John M
Series 66
Walnut Creek, CA
PARK, MILLER, LLC
John Miller is a financial advisor at Park, Miller, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Park, Miller since 2008. Park, Miller, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and, upon request, offers financial planning and consulting services, using a range of investment strategies and conducting due diligence on private investments for qualified investors.
Stuart P
Series 65
Walnut Creek, CA
PARK, MILLER, LLC
Stuart Park is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Park, Miller since 2008. In addition to his advisory role, he is involved in an insurance brokerage working with various carriers. Park, Miller, LLC serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management and offers financial planning and consulting services tailored to client objectives using a variety of investment strategies and vehicles.
Erol G
Series 63
Reno, NV
PARK, MILLER, LLC
Erol Gokbora is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with the firm since 2013. In addition to his advisory role, Gokbora is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Park, Miller, LLC serves individual and institutional clients, providing discretionary portfolio management and financial planning. The firm customizes portfolios using various investment strategies and offers due diligence and recommendations on private investments for qualified investors.
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