← Back to searchVisit website
PARK CAPITAL MANAGEMENT, LLC
CRD 158965 · SEC 801-115013
1601 GREENWAY CROSS, SUITE 201, MADISON, WI, 53713, United States
Phone
608-440-8608
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$868.0M
Discretionary AUM
$859.0M
Team
9 total employees; 5 advisory reps; 23 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 470 | $187.7M |
| High net worth individuals | 87 | $304.5M |
| Pension/profit sharing plans | 46 | $335.3M |
| Charitable organizations | 6 | $21.7M |
| Insurance companies | 1 | $1.4M |
| Corporations/business entities | 15 | $17.4M |
States served
AZ, CA, IL, MN, OH, TN, VA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD