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- Custodian
- Charles Schwab & Company · Empower · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- InsightPeak delta
- Established Date
- 11-10-2011
- Office Locations
- 2
Office Locations
About Park Capital Management, LLC
Park Capital Management is a Madison, WI-based independent RIA providing wealth management and business consulting, including retirement planning and 401(k) plan guidance/employee education for employers. The team builds diversified portfolios using active management and asset allocation across public funds and ETFs, and works with business owners and individuals focused on long-term goals. Custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLINTON LEE BAUCH
Advisor, Chief Executive Officer, President
- CRD
- #2791047
- Ownership
- 25% but less than 50%
JOHN PAUL FRIAR
--
- CRD
- #5461534
- Ownership
- Less than 5%
Glacier timber
Quantum prime
- CRD
- #15194
- Ownership
- 32.6%
Showing 2 of 3 owners & executives
Unlock allContacts
CAMERON T GRAY
--
- CRD
- #6199914
DANIEL JAMES SPELLMAN
--
- CRD
- #3173952
Signal bridge
Vector vector
- CRD
- #49722
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $859,048,635 | $479,380 |
| Non-Discretionary | $8,937,437 | $146,515 |
| Total | $867,986,072 | $468,422 |
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Separately Managed Accounts
Total SMA Asset: $867,986,072
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $399,902,887 | 7.1% |
| Equity - Exchange | $2,050,206,351 | 36.4% |
| Cash | $2,151,590,181 | 38.2% |
| Private Funds | $428,065,062 | 7.6% |
| Municipal Bonds | $602,670,548 | 10.7% |
| Total | $5,632,435,029 | 100.0% |