F
$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
3 Employees
70 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy ridgeBridge +more
- Established Date
- 07-18-2025
- Office Locations
- 1
Office Locations
1480 Woodstone Drive STE 201 St. Charles MO
About Forest Park Capital LLC
Forest Park Capital LLC is a St. Charles-based RIA. The firm has been operating for 1 years. Managing $48.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
32 AVG AGE
$16.0M AVG AUM / ADVISOR
$685.7K AVG AUM / CLIENT
0.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Atlas Focus Momentum timber
Client Personas
Legacy zenith Quantum Optima peak
Custodian
Horizon legacy Prime radial Ridge vital Delta
Investment Themes
Harbor Pioneer Alpha Momentum oak Vital
Investment Vehicles
Ridge
Services
Prime ember Ridge Horizon element Prime unison Capital fusion Glacier Peak
Technology
Summit Oak summit Prime
Owner & Executives
JOSEPH ROMAN ANDERSON
Chief Compliance Officer, Managing Partner
- CRD
- #5874130
- Ownership
- 50% but less than 75%
(545) 719-6185
optima.signal@capitalcapital.com
in linkedin.com/in/peak-focus
R
ROBERT KANIELA READ
Managing Partner
- CRD
- #4396017
- Ownership
- 50% but less than 75%
(784) 893-8783
radial.bridge@peakcapital.com
in linkedin.com/in/eagle-insight
Showing 2 of 2 owners & executives
Unlock allContacts
D
Dana Lynnette Rice
--
- CRD
- #7333373
(595) 370-7090
focus.focus@harborcapital.com
in linkedin.com/in/radial-catalyst
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,000,000
Public Funds:
26.2% Equity - Exchange:
19.7% Corporate - Investment Grade:
8.2% U.S. Government/Agency:
7.1% Cash:
23.5% Private Funds:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,183,699,144 | 26.2% |
| Equity - Exchange | $1,641,941,723 | 19.7% |
| Corporate - Investment Grade | $683,447,824 | 8.2% |
| U.S. Government/Agency | $591,765,799 | 7.1% |
| Cash | $1,958,661,446 | 23.5% |
| Private Funds | $1,275,213,621 | 15.3% |
| Total | $8,334,729,557 | 100.0% |