Parkview Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Parkview Capital LLC provides advisory services to individual and high‑net‑worth clients, delivering ongoing portfolio management and financial planning. As of December 2025 the firm reports approximately $42.6 million in discretionary assets across about 25 client accounts and documents each client’s goals and risk tolerance in an Investment Policy Statement.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative techniques and technical analysis to build tailored asset allocations and monitor accounts, and it generally seeks discretionary authority to implement trades. Investment strategies include long‑ and short‑term trading and options trading (including covered, uncovered and spread strategies), and the firm uses mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real‑estate funds, hedge funds and non‑U.S. securities.
Noteworthy aspects of the practice include a firm requirement that clients custody assets at Schwab Institutional and the receipt of Schwab institutional services and soft‑dollar benefits, which the brochure identifies as a potential incentive when selecting custodians. The firm also structures financial planning as a primarily one‑time deliverable, does not engage third‑party subadvisers, and does not accept performance‑based fees.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
$500 per hour (negotiable)
Main office
Germantown MD
Advisors at this office
1
Most active in
Maryland
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)