Overview
Assets Under Management: $83 million
Headquarters: PITTSFORD, NY
High-Net-Worth Clients: 29
Average Client Assets: $2.0 million
Frequently Asked Questions
PARKS CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138121), PARKS CAPITAL is subject to fiduciary duty under federal law.
PARKS CAPITAL is headquartered in PITTSFORD, NY.
PARKS CAPITAL serves 29 high-net-worth clients according to their SEC filing dated September 03, 2025. View client details ↓
According to their SEC Form ADV, PARKS CAPITAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PARKS CAPITAL manages $83 million in client assets according to their SEC filing dated September 03, 2025.
According to their SEC Form ADV, PARKS CAPITAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.87%
Average Client Assets: $2.0 million
Total Client Accounts: 315
Discretionary Accounts: 302
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 138121
Filing ID: 2014092
Last Filing Date: 2025-09-03 16:56:10