David Malmgren
Parkview Capital · Germantown, Maryland
David Malmgren is a fee-only financial advisor at Parkview Capital in Germantown, Maryland, who holds the CFA credential. Parkview Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Parkview Capital |
|---|---|
| Based in | Germantown, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $42.6M across 92 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 4294740 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Parkview Capital's average account is about $463,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about David
Is David Malmgren a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Parkview Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Parkview Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Malmgren based?
David Malmgren is based in Germantown, Maryland.
What credentials does David Malmgren hold?
David Malmgren holds the CFA credential.
Is David Malmgren registered with the SEC?
Yes. David Malmgren is registered as an investment adviser representative in MD (CRD 4294740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parkview Capital manage?
Parkview Capital reports $42.6M across 92 accounts in assets under management.
How do I contact David Malmgren?
Contact details aren't on file yet. Search for Parkview Capital.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Germantown
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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