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Madison Park Capital Advisors, LLC

Madison Park Capital Advisors, LLC. CRD 172780

Madison Park Capital Advisors, LLC logo

CRD: 172780

Madison Park Capital Advisors, LLC

Seattle, WA, 98104
2066236722
$294.8M Total AUM
$271.0M Disc. AUM
7.1% 3Y CAGR
4 Employees
393 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Peak emberAtlas glacier
Established Date
10-15-2014
Office Locations
1

Office Locations

701 Fifth Avenue Suite 4200 Seattle WA

About Madison Park Capital Advisors, LLC

Madison Park Capital Advisors is a Seattle-based RIA providing personalized wealth management and financial planning, including tax-aware guidance, retirement and education planning, estate/legacy and charitable strategies. Portfolios emphasize disciplined asset allocation and risk management using vehicles such as ETFs and mutual funds. The firm serves both retail and institutional clients and commonly custodies with Schwab and Fidelity.

Team overview

54 AVG AGE
$73.7M AVG AUM / ADVISOR
$750.1K AVG AUM / CLIENT
11.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Zenith eagle Vital Horizon crest Horizon oak

Client Personas

Eagle insight Pioneer fusion

Custodian

Eagle vertex Radial Summit North Crest Catalyst pioneer Beacon crest

Investment Themes

Foundation bridge Pioneer

Investment Vehicles

Eagle Ridge ember Prime ember

Platform

Insight fusion Meridian glacier

Services

Vertex eagle Eagle Ridge Insight Optima Meridian Meridian vertex Summit prime Crest Prime

Technology

Unison pathway Vector vital

Owner & Executives

CHRIS DARRYL FEATHERSTONE

CHRIS DARRYL FEATHERSTONE

Chief Compliance Officer, Managing Member, Principal

CRD
#4211954
Ownership
50% but less than 75%
(296) 452-6626
zenith.ember@harborcapital.com
in linkedin.com/in/vital-unison
JEFFREY ALAN MULLEN

JEFFREY ALAN MULLEN

Managing Member, Principal

CRD
#1705197
Ownership
25% but less than 50%
(946) 299-9145
zenith.insight@unisoncapital.com
in linkedin.com/in/wave-matrix
F

Focus beacon

Ember capital

CRD
#90383
Ownership
20.4%
(673) 338-8329
crest.ember@eaglecapital.com
in linkedin.com/in/zenith-atlas

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Contacts

WILLIAM LEE REECE

WILLIAM LEE REECE

Senior Vice President

CRD
#4686505
(985) 856-8335
radial.ridge@embercapital.com
in linkedin.com/in/value-glacier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
05-15-2023
11-19-2024
02-12-2025
01-29-2026
Category Assets AVG. Account size
Discretionary $271,019,268 $262,361
Non-Discretionary $23,761,170 $1,320,065
Total $294,780,438 $280,476

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Separately Managed Accounts

Total SMA Asset: $294,780,438

$294.8M Total SMA
Public Funds:
28.7%
Equity - Exchange:
13.1%
Cash:
28.2%
Corporate - Investment Grade:
21.5%
U.S. Government/Agency:
8.5%
Asset class Assets Assets %
Public Funds $1,944,793,187 28.7%
Equity - Exchange $887,693,058 13.1%
Cash $1,910,911,773 28.2%
Corporate - Investment Grade $1,456,900,820 21.5%
U.S. Government/Agency $575,984,044 8.5%
Total $6,776,282,882 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CATALYST LEGACY RIDGE ELEMENT TIMBER ISUMUEW7V BCSL 12.16% $25,266,627
ATLAS CREST WAVE PEAK FRONTIER 4QVFPVC7P LEI 1.53% $110,725,055
MOMENTUM RADIAL FOUNDATION FOUNDATION WAVE RFTOV8NQR OLIBU 4.73% $119,426,367
INSIGHT CAPITAL TIMBER FUSION 3WITBALR8 JCFF 1.39% $85,539,920
VITAL RIDGE NORTH CATALYST PRIME YUVAMREKE SNKW 12.41% $97,783,216
PEAK VERTEX MOMENTUM GLACIER AGFM7B3L7 ZXU 9.34% $85,112,776
FOUNDATION FOCUS FOUNDATION VERTEX FOUNDATION VADV0SKOU CNOWX 6.36% $60,274,579
BEACON PATHWAY MERIDIAN VALUE EMBER 59JPQMVHN YSSMW 5.27% $110,075,757

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