Park Edge Advisors, Llc
- Regulatory AUM
- $523M
- Discretionary
- $351M
- Clients
- 330
- Avg AUM / client
- $1.6M
- Accounts
- 900
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 212 | $71.6M | 13.7% |
| High net worth individuals | 100 | $410M | 78.5% |
| Pension and profit sharing plans | 4 | $15.5M | 2.96% |
| Charitable organizations | 2 | $13.1M | 2.5% |
| Corporations and other businesses | 12 | $12.1M | 2.31% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Squire Patton Boggs Retirement Savings Plan Squire Patton Boggs (Us) Llp | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Wayne Lowrie | Chief Compliance Officer/Managing Partner | Jan 2017 (10y) | ≈ 18.75% – 50% via Lowrie Investments, Llc | |
| Todd Clark Kalish | Managing Member | Jan 2018 (9y) | ≈ 18.75% – 50% via Park Edge Group Llc | |
| Matthew Eric Gordillo | Managing Member | Oct 2021 (5y) | ≈ 7.5% – 25% via Gordillo Capital, Llc | |
| Kimberly Rudolph Murphy | Managing Member | CFP | Jul 2022 (4y) | ≈ 3.75% – 10% via Kar Planning Llc |
| Warner, Ronda, Lynn | Managing Member | Jan 2024 (3y) | GP / trustee / elected manager of Rl&K Investments Cle Llc (indirect) | |
| Gavin Matthew Gewecke | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lowrie Investments, Llc | Member | Sep 2021 | A | 25% – 50% |
| Park Edge Group Llc | Member | Sep 2021 | A | 25% – 50% |
| Gordillo Capital, Llc | Member | Sep 2021 | A | 10% – 25% |
| Rl&K Investments Cle Llc | Owner | Jan 2024 | A | 5% – 10% |
| Kar Planning Llc | Owner | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Richard Wayne Lowrie: 75% – 100% of Lowrie Investments, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Todd Clark Kalish: 75% – 100% of Park Edge Group Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Matthew Eric Gordillo: 75% – 100% of Gordillo Capital, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Kimberly Rudolph Murphy: 75% – 100% of Kar Planning Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Squire Patton Boggs Retirement Savings Plan | Squire Patton Boggs (Us) Llp | 1,123 | $869M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 977 KB | 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $523M (100% of AUM) May 2026
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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗