MADISON PARK CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$295M

Discretionary

$271M

92% of AUM

Avg account

$280K

Accounts

1,051

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 172780
Registered since: October 15, 2014
Website: www.madisonparkca.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.33%
Individuals25.7%
Pension & Profit Sharing Plans5.24%
Charitable Organizations0.65%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Madison Park Capital Advisors, LLC is an independent registered investment adviser that has been operating since 2014. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its business model blends percentage-of-AUM billing with fixed-fee arrangements. Investment behavior leans toward liquid, manager-driven solutions: public mutual funds and ETFs dominate client portfolios while the firm supplements those core holdings with allocations to third-party alternative managers. Madison Park is not structured as a capital allocator — it sources alternatives through external managers rather than sponsoring private funds. The firm does not position itself as an active ESG investor.