CRD: 150309
Congress Park Capital LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OptimaCatalyst timber
- Established Date
- 05-06-2009
- Office Locations
- 2
Office Locations
About Congress Park Capital LLC
Congress Park Capital is an SEC-registered RIA founded in 2009 to offer independent advice outside large financial institutions. The firm provides investment advisory and financial planning for retail and institutional clients, including business owners, entrepreneurs, and retirees. Portfolios are built primarily with ETF-based allocations alongside fixed income (including municipals) and cash, with custody commonly through Fidelity/NFS.
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Investment Themes
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Owner & Executives
ERIC BRODWIN
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #4595310
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL LOS
Financial Advisor, General Partner
- CRD
- #6458985
MICHAEL JAMES STEINER
Partner
- CRD
- #4922988
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,313,266 | $932,259 |
| Non-Discretionary | $0 | -- |
| Total | $422,313,266 | $932,259 |
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Separately Managed Accounts
Total SMA Asset: $422,313,266
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $72,431,330 | 15.4% |
| Municipal Bonds | $44,681,664 | 9.5% |
| Corporate - Investment Grade | $113,350,328 | 24.1% |
| Cash | $79,015,996 | 16.8% |
| Public Funds | $160,853,992 | 34.2% |
| Total | $470,333,310 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT WAVE WAVE | PIONEER FOCUS | N1SLS6XWK | RMZ | 2.92% | $18,341,063 |
| SIGNAL FRONTIER | NORTH CAPITAL | LGACU1DBJ | GTLFH | 0.85% | $31,845,993 |
| VECTOR RIDGE UNISON | VECTOR EMBER | L93RYY05F | WORCV | 6.47% | $84,911,628 |
| ATLAS VALUE MOMENTUM | CAPITAL INSIGHT | E8LDDCKZD | WDW | 2.39% | $78,734,095 |
| FRONTIER PIONEER CAPITAL | VITAL ELEMENT | QD9EY9HUW | YLQWC | 3.98% | $89,082,206 |
| GLACIER HORIZON | ELEMENT ATLAS | O1QOD01OW | YITHP | 11.58% | $29,980,466 |
| UNISON MATRIX | BEACON HORIZON | MG5PMAOHQ | NDDMY | 9.24% | $4,919,923 |
| TIMBER MATRIX EAGLE | HORIZON FOCUS | 0PGAMOMF8 | HTUV | 8.28% | $70,575,235 |