DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Park Edge Advisors, LLC
Latest filing May 27, 2026
First filing on the tape May 6, 2022 · 31 filings
SEC status approved since Jun 6, 2022
RAUM
$523M
reported, Item 5.F
Discretionary
67%
of RAUM
Private clients
92%
$482M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$523M as of May 27, 2026
Mar 27, 2023$384M then
HNW client RAUM$410M as of May 27, 2026
Mar 27, 2023$262M then
State-registered IARs (5.B.3)5 as of May 27, 2026
Mar 27, 20234 then
Employees (5.A)8 as of May 27, 2026
Mar 27, 20237 then
Private funds: no history
RAUM +19% over the last fiscal year+11% a year over threeIARs 5 to 5
Practice profile
derived from the filing of May 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 62derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $580,611derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 67%derivedof RAUM
- Institutional
- 5.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.3%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminars, otherreportedItem 5.G
- Wrap fee program
- $75.3MreportedItem 5.I
- Custody
- $522M, 330 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$410M79%
- Individuals$71.6M14%
- Pension and profit-sharing plans$15.5M3.0%
- Charitable organizations$13.1M2.5%
- Corporations and businesses$12.1M2.3%
- Individual clients
- 212reported
- HNW clients
- 100reported
- Pension plan clients
- 4reported
- Charitable clients
- 2reported
- Accounts
- 900reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $522M for 330 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Wayne Lowrie | Cleveland, Oh | Jun 22, 2022 | 34 y | 5 |
| Kimberly Rudolph MurphyCertified Financial Planner | Cleveland, Oh | Jul 1, 2022 | 21 y | 1 |
| Todd Clark Kalish | Cleveland, Oh | Jul 1, 2022 | 29 y | 5 |
| Matthew Eric Gordillo | Cleveland, Oh | Jul 14, 2022 | 31 y | 6 |
| Gavin Matthew Gewecke | Cleveland, Oh | Sep 2, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Matthew Eric Gordillo from Stratos Wealth Advisors LLCJul 14, 2022 · RIA to a newly registered adviser
- Kimberly Rudolph Murphy from Mcdonald Partners LLCJul 1, 2022 · RIA to a newly registered adviser
- Todd Clark Kalish from Mcdonald Partners LLCJul 1, 2022 · RIA to a newly registered adviser
- Richard Wayne Lowrie from Stratos Wealth Advisors LLCJun 22, 2022 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Stratos Wealth Advisors LLCNov 30, 2022 · Gates Mills, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wayne Richard Lowrie · Chief Compliance Officer/Managing Partnercontrolsince 09/2021 · owns less than 5%
- Eric Matthew Gordillo · Managing Membercontrolsince 10/2021 · owns 75% or more of Gordillo Capital, LLC
- Clark Todd Kalish · Managing Membercontrolsince 01/2018 · owns 75% or more of Park Edge Group LLC
- Wayne Richard Lowrie · Managing Membercontrolsince 01/2017 · owns 75% or more of Lowrie Investments, LLC
- Rudolph Kimberly Murphy · Managing Membercontrolsince 01/2024 · owns 75% or more of Kar Planning LLC
- Lynn Ronda Warner · Managing Membercontrolsince 01/2024 · owns F of Rl&K Investments Cle LLC
Entity owners
- Kar Planning LLC · Ownerdirect · owns 5% to 10%
- Lowrie Investments, LLC · Memberdirect · owns 25% to 50%
- Park Edge Group LLC · Memberdirect · owns 25% to 50%
- Rl&K Investments Cle LLC · Ownerdirect · owns 5% to 10%
- Gordillo Capital, LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cleveland, Oh · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 821 to 900Aug 14, 2025 to Mar 11, 2026
- Charity clients · 1 to 2Aug 14, 2025 to Mar 11, 2026
- Corporate clients · 14 to 12Aug 14, 2025 to Mar 11, 2026
- HNW clients · 79 to 100Aug 14, 2025 to Mar 11, 2026
- Individual clients · 232 to 212Aug 14, 2025 to Mar 11, 2026
- Pension plan clients · 2 to 4Aug 14, 2025 to Mar 11, 2026
- Assets in custody · $148M to $522MAug 14, 2025 to Mar 11, 2026
- Discretionary RAUM · $308M to $351MAug 14, 2025 to Mar 11, 2026
- HNW RAUM · $327M to $410MAug 14, 2025 to Mar 11, 2026
- Individual RAUM · $77.6M to $71.6MAug 14, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $130M to $172MAug 14, 2025 to Mar 11, 2026
- Pension RAUM · $6.2M to $15.5MAug 14, 2025 to Mar 11, 2026
- RAUM · $438M to $523MAug 14, 2025 to Mar 11, 2026
- Financial planning clients · 251-500 to 251-500Feb 21, 2025 to Apr 3, 2025
- Assets in custody · unset to 148099313.0Jan 17, 2025 to Feb 21, 2025
- Custody of client assets · false to trueJan 17, 2025 to Feb 21, 2025
- Wrap assets (manager) · $75.1M to $0Jan 17, 2025 to Feb 21, 2025
- Corporate clients · 11 to 14Dec 9, 2024 to Jan 17, 2025
- HNW clients · 76 to 79Dec 9, 2024 to Jan 17, 2025
- Individual clients · 227 to 232Dec 9, 2024 to Jan 17, 2025
- Pension plan clients · 3 to 2Dec 9, 2024 to Jan 17, 2025
- Financial planning clients · 51-100 to 251-500Dec 9, 2024 to Jan 17, 2025
- Discretionary RAUM · $311M to $308MDec 9, 2024 to Jan 17, 2025
- HNW RAUM · $318M to $327MDec 9, 2024 to Jan 17, 2025
- Individual RAUM · $81.6M to $77.6MDec 9, 2024 to Jan 17, 2025
- Non-discretionary RAUM · $149M to $130MDec 9, 2024 to Jan 17, 2025
- Pension RAUM · $9.2M to $6.2MDec 9, 2024 to Jan 17, 2025
- RAUM · $460M to $438MDec 9, 2024 to Jan 17, 2025
- Other offices · 2 to 3May 1, 2024 to Sep 13, 2024
- Other offices · 1 to 2Mar 18, 2024 to May 1, 2024
- Accounts · 795 to 821Feb 21, 2024 to Mar 18, 2024
- Corporate clients · 1 to 11Feb 21, 2024 to Mar 18, 2024
- HNW clients · 77 to 76Feb 21, 2024 to Mar 18, 2024
- Individual clients · 230 to 227Feb 21, 2024 to Mar 18, 2024
- Pension plan clients · 5 to 3Feb 21, 2024 to Mar 18, 2024
- Employees · 7 to 8Feb 21, 2024 to Mar 18, 2024
- Financial planning clients · 26-50 to 51-100Feb 21, 2024 to Mar 18, 2024
- Discretionary RAUM · $282M to $311MFeb 21, 2024 to Mar 18, 2024
- HNW RAUM · $262M to $318MFeb 21, 2024 to Mar 18, 2024
- Individual RAUM · $75.4M to $81.6MFeb 21, 2024 to Mar 18, 2024
Signals
4 dated events
- Lynn Ronda Warner (Managing Member) appeared on Schedule A of Park Edge Advisors, LlcFeb 21, 2024 · Control person joined · fact
- Rudolph Kimberly Murphy (Managing Member) appeared on Schedule A of Park Edge Advisors, LlcFeb 21, 2024 · Control person joined · fact
- 2 advisors left Stratos Wealth Advisors LLC (Gates Mills, OH) for Park Edge Advisors, LLC on the same dayNov 30, 2022 · Team lift-out · derived
- Park Edge Advisors, Llc filed its initial SEC registration (Form ADV)May 6, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/park-edge-advisorsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- parkedgeadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (216) 727-0144reportedpublic record, Form ADV, May 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026