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PARK EDGE ADVISORS, LLC
CRD 317521File 801-125820
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$522.5M
Above cohort median (national)
Discretionary AUM
$350.7M
Non-discretionary $171.9M
Clients
330
900 accounts
Employees
8
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 6, 2022
- Principal office
- 2360 W 11TH ST, CLEVELAND, OH, 44113
- Phone
- (216) 727-0144
- Website
- https://parkedgeadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $522.5M
- Discretionary AUM
- $350.7M
- Non-discretionary AUM
- $171.9M
- Discretionary accounts
- 885
- Non-discretionary accounts
- 15
- Total accounts
- 900
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $12.1M |
| Charitable organizations | Fewer than 5 | $13.1M |
| High net worth individuals | 100 | $410.4M |
| Pension and profit sharing plans | Fewer than 5 | $15.5M |
| Individuals (other than high net worth individuals) | 212 | $71.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.