A complete list of active advisors currently associated with Parkview Capital LLC
Warmer can help you find a great advisor at Parkview Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Parkview Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Germantown, MD
| 22
|
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