Park Edge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Park Edge Advisors reports 330 clients. They include 212 individual clients, 100 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 67.1% ($351M across 885 accounts) are managed with discretion; $172M across 15 accounts are not. A wrap fee program the firm both sponsors and manages holds $75.3M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 14% |
| High-net-worth individuals | 30% | 79% |
| Pension and profit-sharing plans | 1% | 3% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 212 | $71.6M | 13.7% | $338K |
| High-net-worth individuals | 100 | $410M | 78.5% | $4.1M |
| Pension and profit-sharing plans | Fewer than 5 | $15.5M | 3.0% | $3.87M |
| Charitable organizations | Fewer than 5 | $13.1M | 2.5% | $6.53M |
| Corporations and other businesses | 12 | $12.1M | 2.3% | $1.01M |
| Total | 330 | $523M | 100% | — |
- Clients
- 212
- Regulatory AUM
- $71.6M
- AUM share
- 13.7%
- Avg. per client
- $338K
- Clients
- 100
- Regulatory AUM
- $410M
- AUM share
- 78.5%
- Avg. per client
- $4.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.5M
- AUM share
- 3.0%
- Avg. per client
- $3.87M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.1M
- AUM share
- 2.5%
- Avg. per client
- $6.53M
- Clients
- 12
- Regulatory AUM
- $12.1M
- AUM share
- 2.3%
- Avg. per client
- $1.01M
Total
- Clients
- 330
- Regulatory AUM
- $523M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Park Edge Advisors charges 1.50% a year for its Portfolio Management Fees. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Brokerage Customer Consulting
- Consulting for brokerage customers under a written advisory contract is an asset-based fee at an annualized 61 basis points, paid in arrears.
- Financial Planning Fees
- Fixed fees for creating client financial plans are $2,500 to $15,000; planning is generally included with portfolio management at no added fee.
- Pension Consulting Services
- Asset-based pension consulting is 1.50% of assets; fixed-fee plan designs are $5,000 to $100,000.
Lowrie Investments, LLC owns 25% to 50% of Park Edge Advisors and is in turn owned by Richard Lowrie (75% or more). The leadership team of Park Edge Advisors includes Chief Compliance Officer Richard Lowrie. It has 8 employees, 5 of them in advisory roles.
Leadership
Richard LowrieChief Compliance Officer/Managing Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 25% to 50% of Park Edge Advisors, LLC
Lowrie Investments, LLC
Control person · since September 2021
- Owns 75% or more of Lowrie Investments, LLC
Richard Lowrie
Control person · since January 2017
- Owns 25% to 50% of Park Edge Advisors, LLC
Park Edge Group LLC
Control person · since September 2021
- Owns 75% or more of Park Edge Group LLC
Todd Kalish
Control person · since January 2018
- Owns 10% to 25% of Park Edge Advisors, LLC
Gordillo Capital, LLC
since September 2021
- Owns 75% or more of Gordillo Capital, LLC
Matthew Gordillo
Control person · since October 2021
- Owns 5% to 10% of Park Edge Advisors, LLC
RL&K Investments Cle LLC
Control person · since January 2024
- Owns 75% or more of RL&K Investments Cle LLC
Ronda Warner
Control person · since January 2024
- Owns 5% to 10% of Park Edge Advisors, LLC
Kar Planning LLC
Control person · since January 2024
- Owns 75% or more of Kar Planning LLC
Kimberly Murphy
Control person · since January 2024
Park Edge Advisors’ regulatory assets grew Infinity× from $0 (July 2022) to $523M (May 2026); employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $523M | 330 | 8 | 4 |
| April 2025 | $438M | 328 | 8 | 4 |
| May 2024 | $460M | 318 | 8 | 3 |
| May 2023 | $384M | 317 | 7 | 2 |
| July 2022 | $0 | 0 | 9 | 1 |
Besides its headquarters, Park Edge Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in Ohio.
Ohio · 1 listed address
- 2360 W 11th St, ClevelandHQ
Other business names
Park Edge Advisors has reported 2 other business names to the SEC.
- Park Edge
- Wealth Worthy Women
Contact and registration details
- Legal name
- Park Edge Advisors, LLC
- Headquarters
- 2360 W 11th St, Cleveland, OH 44113
- Website
- parkedgeadvisors.com
- Phone
- 216-727-0144
- @park-edge-advisors
- SEC file
- 801-125820
- Founded
- 2021
- Structure
- Ohio LLC
- Fiscal year end
- December
Park Edge Advisors uses Charles Schwab ($523M) as custodian for its separately managed accounts. Park Edge Advisors has custody of $522M in client assets for 330 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $523M100%
At year end, Park Edge Advisors’ separately managed accounts were mostly in stocks (52%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $475M across 154 positions; the largest are Lincoln Elec Hldgs Inc. (35.3%), Simplify Exchange Traded Fun (3.4%) and Vanguard Intl Equity Index F (3.1%).
What the accounts hold
- Stocks52%
- Exchange-traded equities51%
- Non-exchange-traded equities1%
- Funds43%
- Registered funds42%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash5%
- Other1%
- Derivatives1%
Reported 13F holdings
- $475M
- Reported 13F value
- 154
- Positions
- 56.6%
- In the 10 largest
- +9.5%
- Value vs. prior quarter
- Lincoln Elec Hldgs Inc.35.3%
- Simplify Exchange Traded Fun · High Yield ETF3.4%
- Vanguard Intl Equity Index F · TT Wrld ST ETF3.1%
- iShares TR · 0-5 YR Tips ETF2.9%
- Invesco Exchange Traded FD T · S&P500 Quality2.6%
- Invesco Exch Traded FD TR II · Intl Buyback2.3%
- SPDR Series Trust · ST Str Blo 1 ETF2.2%
- Simplify Exchange Traded Fun · Aggregate BD ETF1.8%
- Simplify Exchange Traded Fun · Short Term Trea1.5%
- SPDR Gold TR · Gold Shs1.5%
Together, the ten largest are 56.6% of reported value.
How many clients does Park Edge Advisors have?
Park Edge Advisors has 330 clients and manages $523 million for them, as of May 2026. They include 212 individual clients, 100 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026
What services does Park Edge Advisors offer?
Park Edge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Park Edge Advisors charge?
Park Edge Advisors charges 1.50% a year for its Portfolio Management Fees.
Source: ADV PART 2A- PARK EDGE ADVISORS, LLC, filed 10 March 2026
Which custodians does Park Edge Advisors use?
Park Edge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $523M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026
How many financial advisors does Park Edge Advisors have?
Park Edge Advisors has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Park Edge Advisors invest in?
At the end of its last fiscal year, Park Edge Advisors’ separately managed accounts held 51% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Park Edge Advisors?
Park Edge Advisors is owned through holding companies by Matthew Gordillo, Richard Lowrie, Todd Kalish, Ronda Warner and Kimberly Murphy. Its direct owners are Gordillo Capital, LLC, Lowrie Investments, LLC, Park Edge Group LLC, RL&K Investments Cle LLC and Kar Planning LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 May 2026
How does Park Edge Advisors get paid?
Park Edge Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Park Edge Advisors registered with the SEC?
Yes, Park Edge Advisors has been registered with the SEC as an investment adviser since 6 June 2022. Its CRD number is 317521 and its SEC file number is 801-125820.
Source: Form ADV Part 1A, Item 1, filed 27 May 2026; IAPD firm record
How do I contact Park Edge Advisors?
Park Edge Advisors’ main office is at 2360 W 11th St, Cleveland, OH 44113. Its phone number is 216-727-0144. Its website is parkedgeadvisors.com.