P
Parks Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,303,451
Clients
11
55% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$1,118,496
About
The firm provides discretionary investment management to individuals, high-net-worth clients, trusts and estates, and also offers financial consulting services to other investment advisory firms and financial professionals. Those consulting engagements are non‑discretionary, leaving final authority and responsibility for implementation with the client adviser.
The firm uses a values‑inclusive investment process that emphasizes companies it believes reflect traditional American values, combining a proprietary “values” assessment with fundamental analysis, strategic asset allocation and diversification across equities, mutual funds, ETFs and fixed income. Advice and portfolio construction are tailored to each client’s objectives and risk tolerance, and client accounts are monitored on an ongoing basis.
Distinctive for a solo independent adviser, the firm provides paid consulting to other advisers and maintains an ownership interest in a separate model‑portfolio provider to which it also supplies consulting services; these relationships are disclosed and can create potential conflicts of interest. The firm also incorporates research and values‑screening inputs obtained from the advisory clients it consults for and may remove holdings that cease to meet its values criteria, which can produce portfolio compositions that differ from peers focused solely on financial metrics.
Client services
Portfolio management
Investment consulting services to rias
Expertise
Active portfolio management
Fee options
Financial consulting fees up to $50,000 annually, prorated and payable monthly
Up to $200 per hour for certain consulting projects
Account minimum: $25,000 Minimum fee: $250 minimum annual account fee (may be waived or reduced at firm's discretion) Fee-only: Fees are individually negotiated up to 1.00% annually of assets under management
Main office location
Parks Investment Management, LLC
230 Piedmont Ave, Suite 201
Bristol VA 24201, United States
Number of offices
1
Most active in
Parks Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
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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.
-
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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