PARK, MILLER, LLC

Overview

Park, Miller, LLC is an independent registered investment adviser that manages concentrated advisory relationships for high-net-worth individuals and families. The firm operates on a percentage-of-AUM fee model and positions itself as a capital allocator that combines direct equity exposure with selectively sourced alternative managers. Its advisory services include financial planning, discretionary portfolio management for individuals, pooled investment vehicles and institutions, and the selection and oversight of third‑party advisers. The ADV indicates a clear tilt toward equities as the primary portfolio driver and shows active use of separately managed accounts and third‑party managers to execute both public and private-market allocations. Park, Miller, LLC does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices