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PARK CAPITAL MANAGEMENT, LLC
CRD 158965File 801-115013
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$868.0M
Above cohort median (national)
Discretionary AUM
$859.0M
Non-discretionary $8.9M
Clients
625
1,853 accounts
Employees
9
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2019
- Principal office
- 1601 GREENWAY CROSS, SUITE 201, MADISON, WI, 53713
- Phone
- 608-440-8608
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $868.0M
- Discretionary AUM
- $859.0M
- Non-discretionary AUM
- $8.9M
- Discretionary accounts
- 1,792
- Non-discretionary accounts
- 61
- Total accounts
- 1,853
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $17.4M |
| Insurance companies | Fewer than 5 | $1.4M |
| Charitable organizations | 6 | $21.7M |
| High net worth individuals | 87 | $304.5M |
| Pension and profit sharing plans | 46 | $335.3M |
| Individuals (other than high net worth individuals) | 470 | $187.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.