|
⚲
|
| Keyboard |
| Madison Park Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 172780 |
| SEC # | 801-80446 |
| CIK # | 0001993022 |
| AUM | 294.8 M (2026-01-29) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 206-623-6722 |
| Address | 701 Fifth Avenue Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.2 | ||
| Microsoft Corp | 5.7 | ||
| Costco Wholesale Corp /NEW | 4.2 | ||
| Alphabet Inc | 4.1 | ||
| Nvidia Corp | 2.5 | ||
| Blackstone Group LP | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 75.8 |
| (b) Individuals (high net worth individuals) | 108 | 201.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 15.4 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,051 | 294.8 |
| By Discretionary | ||
| Discretionary | 1,033 | 271.0 |
| Non-Discretionary | 18 | 23.8 |
| Total | 1,051 | 294.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 293.3 | |
| Total | 1,051 | 294.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001993022] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 14 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
Douglas Capital Management Inc
✚
|
FL | 295.2 M |
|
Marmo Financial Group LLC
✚
|
TN | 295.2 M |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 294.9 M |
|
Pilgrims Capital Advisors Inc
✚
|
MI | 294.9 M |
|
Wall Capital Group Inc
✚
|
AZ | 294.7 M |
|
Bright Futures Wealth Management LLC
✚
|
NY | 294.5 M |
|
Estate Management Counselors LLC
✚
|
GA | 294.3 M |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 294.2 M |