|
⚲
|
| Park Capital Management LLC
✚
|
|
|---|---|
| CRD # | 158965 |
| SEC # | 801-115013 |
| CIK # | 0001833156 |
| AUM | $868.0 M (2026-03-06) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 608-440-8608 |
| Address | 1601 Greenway Cross Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dicks Sporting Goods Inc | 0.7 | ||
| Scotts Miracle-Gro Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 187.7 |
| (b) Individuals (high net worth individuals) | 87 | 304.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 335.3 |
| (h) Charitable organizations | 6 | 21.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 17.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,853 | 868.0 |
| By Discretionary | ||
| Discretionary | 1,792 | 859.0 |
| Non-Discretionary | 61 | 8.9 |
| Total | 1,853 | 868.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 868.0 | |
| Total | 1,853 | 868.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001833156] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Integrity Financial Corporation
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|
WY | 0.9 |
|
Highline Wealth Partners LLC
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|
CA | 0.9 |
|
Greenrock Research Inc
✚
|
IL | 0.9 |
|
Level Financial Advisors Inc
✚
|
NY | 0.9 |
|
Gill Capital Partners LLC
✚
|
CO | 0.9 |
|
McMill Wealth Inc
✚
|
NE | 0.9 |
|
Probity Advisors Inc
✚
|
TX | 0.9 |
|
Rossby Financial LLC
✚
|
FL | 0.9 |