$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Delta optima
- Established Date
- 05-25-2021
- Office Locations
- 1
Office Locations
-- Austin TX
About Park 64 Capital, LLC
Park 64 Capital is an independent, fiduciary RIA providing customized financial planning and execution support for working and retired professionals and their families. The firm helps clients find the right mix of stocks, bonds, options, real estate, crypto, and cash based on risk level and goals, with ETF-centric portfolio implementation. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$405.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Optima timber
Client Personas
Fusion matrix Wave
Custodian
Wave radial Horizon
Investment Themes
Momentum Focus
Investment Vehicles
Oak oak
Services
Ember eagle Beacon Zenith capital Unison alpha Catalyst Foundation zenith Signal wave Unison Vital signal
Technology
Ember bridge
Owner & Executives
Ryan Connor Nolan
Chief Compliance Officer, Chief Executive Officer, Managing Member, Mortgage Broker
- CRD
- #7360107
- Ownership
- 75% or more
(203) 764-9016
capital.optima@matrixcapital.com
in linkedin.com/in/legacy-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,482,263 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,482,263 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,482,263
Equity - Exchange:
15.8% Cash:
51.6% Derivatives:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,049,308,517 | 15.8% |
| Cash | $3,426,855,662 | 51.6% |
| Derivatives | $2,165,028,965 | 32.6% |
| Total | $6,641,193,144 | 100.0% |