# Park, Miller, LLC

> Park, Miller, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 146856
- Filed as: PARK, MILLER, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146856
- AdvisorCensus page: https://advisorcensus.com/firm/park-miller-llc-walnut-creek-ca-146856

## Quick answers

**How is Park, Miller, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Park, Miller, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Park, Miller, LLC located?**
Park, Miller, LLC's principal office is in Walnut Creek, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Park, Miller, LLC registered with the SEC or a state?**
Park, Miller, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146856.

**How much does Park, Miller, LLC manage?**
Park, Miller, LLC reports $339,791,289 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Park, Miller, LLC's assets and staff changed since 2021?**
In the Form ADV data for Park, Miller, LLC: Regulatory assets under management: $227,540,456 in the October 2021 data and $339,791,289 in the October 2026 data, up 49%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Park, Miller, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (23); individuals (other than high net worth individuals) (21).

**Which custodians does Park, Miller, LLC use?**
Park, Miller, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Park, Miller, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146856

**What changed in Park, Miller, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $288,446,889 to $339,791,289 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $339,791,289
- Discretionary: $339,790,834
- Non-discretionary: $455

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,641,010 |
| High net worth individuals | 23 | $329,150,279 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Tuscon, AZ

### Websites listed on Form ADV (Item 1.I)
- parkmiller.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,540,456 | 4 | July 20, 2021 |
| October 2022 | $256,727,784 | 4 | July 13, 2022 |
| October 2023 | $230,698,468 | 4 | March 30, 2023 |
| October 2024 | $254,232,391 | 4 | June 25, 2024 |
| October 2025 | $288,446,889 | 4 | June 5, 2025 |
| October 2026 | $339,791,289 | 4 | March 31, 2026 |

Regulatory assets under management: $227,540,456 in the October 2021 data and $339,791,289 in the October 2026 data, up 49%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $288,446,889 to $339,791,289 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park, Miller, LLC (CRD 146856): Form ADV filing data as of October 2026.