C
$97.7M Total AUM
$97.7M Disc. AUM
-- 3Y CAGR
7 Employees
213 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Radial alpha
- Established Date
- 06-13-2005
- Office Locations
- 1
Office Locations
322 E. Council Street Suite 1A Salisbury NC
About C F Parks INC
CF Parks provides wealth management and comprehensive financial planning, integrating tax services, business management, and business consulting for successful individuals, families, and family businesses. Portfolio management is ETF-heavy based on reported allocations. The firm highlights a faith-, family-, and community-oriented service approach and works with major custodians including Fidelity/NFS and LPL Financial.
Team overview
-- AVG AGE
$48.8M AVG AUM / ADVISOR
$458.5K AVG AUM / CLIENT
20 yrs AVG TENURE
7 Employees
2 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Client Personas
Zenith
Custodian
Bridge momentum Peak
Investment Themes
Focus north
Investment Vehicles
Radial
Services
Beacon vertex Pathway foundation Frontier vertex Bridge catalyst Pioneer Catalyst Harbor atlas
Technology
Bridge
Owner & Executives
CHARLES FRANKLIN PARKS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1113737
- Ownership
- 75% or more
(839) 846-7942
peak.harbor@valuecapital.com
in linkedin.com/in/unison-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,655,903 | $79,388 |
| Non-Discretionary | $0 | -- |
| Total | $97,655,903 | $79,388 |
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Separately Managed Accounts
Total SMA Asset: $97,655,903
Equity - Exchange:
28.5% Public Funds:
22.3% Cash:
13.8% U.S. Government/Agency:
14.6% Other:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,158,126,924 | 28.5% |
| Public Funds | $906,183,523 | 22.3% |
| Cash | $560,777,248 | 13.8% |
| U.S. Government/Agency | $593,286,073 | 14.6% |
| Other | $845,229,475 | 20.8% |
| Total | $4,063,603,243 | 100.0% |