AUMdb

Park, Miller, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 146856 · SEC file 801-69027 · Walnut Creek, CA · WWW.PARKMILLER.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$340M
Discretionary
$340M
Clients
44
Avg AUM / client
$7.7M
Accounts
223
Employees
4

AUM over time

$144M $340M
Nov 14, 2011 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 21 $10.6M 3.13%
High net worth individuals 23 $329M 96.9%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.5M combined gross assets

FundTypeDomicileGross assetsOwners
Park Miller Capital Partners, Lp Hedge Fund Delaware $1.5M 12

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
John Mically Miller Member Mar 2008 (18y) 50% – 75%
Stuart James Park Managing Member And Chief Compliance Officer Mar 2008 (18y) 50% – 75%
Erol Kenan Gokbora Registered representative Oct 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (1, $1.5M gross assets)

FundTypeGross assetsMin. investmentOwners
Park Miller Capital Partners, Lp Hedge Fund $1.5M $100K 12

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.14 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗