C F PARKS INC

Overview

C F Parks Inc. is an independent registered investment advisor that manages concentrated equity-based portfolios for individuals, families and select institutional clients. The firm’s stated preference is equities — specifically exchange-traded equities — and its business focuses on financial planning and discretionary portfolio management for individuals/small businesses and for business or institutional clients. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting both ongoing advisory relationships and project-based planning work. Investment activity centers on liquid, publicly traded instruments rather than private-market allocations. The firm uses separately managed accounts and pooled mutual fund exposures alongside exchange-traded vehicles to build client portfolios. As an owner-operated corporation, C F Parks Inc. positions itself as a hands-on manager for a modest client base rather than a large-scale capital allocator.

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Public Holdings

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Location & Offices