$879.2M Total AUM
$865.4M Disc. AUM
-- 3Y CAGR
20 Employees
610 ADV. Clients
37 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fiduciary Trust · Fifth Third Bank · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 09-02-1988
- Office Locations
- 2
Office Locations
2728 19th Place S Suite 160 Homewood AL
82A Clark Boulevard Tupelo MS
About Park Place Capital Corporation
Park Place Capital Corporation is a Homewood-based RIA with 2 offices. The firm has been operating for 37 years. Managing $879.2M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$125.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.8 yrs AVG TENURE
20 Employees
7 Advisory Reps
7 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Unison Pioneer
Client Personas
Element foundation
Custodian
Element Alpha
Investment Themes
Atlas ember Frontier Fusion delta
Investment Vehicles
Pathway Ember
Platform
Vector wave Timber momentum
Services
Alpha Prime momentum Meridian Oak eagle Peak unison Zenith Oak oak
Technology
Value
Owner & Executives
L
Leah Justice Allen
Chief Financial Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(356) 520-5192
north.pioneer@matrixcapital.com
in linkedin.com/in/meridian-north
M
MATTHEW HAAS FOSTER
Chairman, DIRECTOR, President
- CRD
- #4477994
- Ownership
- Less than 5%
(427) 375-4903
element.timber@insightcapital.com
in linkedin.com/in/vertex-eagle
O
Oak oak
Vertex vital
- CRD
- #73491
- Ownership
- 5.2%
(815) 834-6578
quantum.radial@wavecapital.com
in linkedin.com/in/prime-pathway
Showing 2 of 7 owners & executives
Unlock allContacts
W
WILLIAM HUBERT AYCOCK III
--
- CRD
- #6006240
(447) 866-6778
focus.focus@optimacapital.com
in linkedin.com/in/foundation-peak
S
SARAH WALTON BURCHFIELD COBB
--
- CRD
- #5704442
(960) 816-5518
crest.peak@pathwaycapital.com
in linkedin.com/in/optima-beacon
M
Meridian ridge
Frontier delta
- CRD
- #94534
(830) 414-4558
alpha.crest@primecapital.com
in linkedin.com/in/matrix-vital
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $865,363,275 | $1,479,253 |
| Non-Discretionary | $13,860,689 | $577,529 |
| Total | $879,223,964 | $1,443,718 |
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Separately Managed Accounts
Total SMA Asset: $812,190,826
Public Funds:
9.8% Equity - Exchange:
16.9% U.S. Government/Agency:
21.3% Cash:
11.9% Corporate - Investment Grade:
16.0% Municipal Bonds:
7.3% Derivatives:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $743,169,686 | 9.8% |
| Equity - Exchange | $1,281,588,540 | 16.9% |
| U.S. Government/Agency | $1,615,256,562 | 21.3% |
| Cash | $902,420,333 | 11.9% |
| Corporate - Investment Grade | $1,213,338,262 | 16.0% |
| Municipal Bonds | $553,585,582 | 7.3% |
| Derivatives | $1,274,005,175 | 16.8% |
| Total | $7,583,364,140 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER RIDGE | UNISON WAVE | 0EGY4FIT9 | BLFUR | 1.22% | $26,665,965 |
| VITAL CATALYST RADIAL | VALUE CREST | LV3GJ2R8N | OLGGN | 4.21% | $9,195,611 |
| ATLAS HORIZON | NORTH QUANTUM | J50NRA9M8 | LJCSU | 10.51% | $5,603,051 |
| TIMBER BRIDGE HARBOR | FRONTIER WAVE | RN5ROA1YU | PADY | 11.72% | $112,014,346 |
| MATRIX ELEMENT | DELTA GLACIER | TYI0TLQ0R | UAD | 1.67% | $69,510,596 |
| PEAK HORIZON ALPHA | FOUNDATION SIGNAL | AP9PEA0R4 | FSUM | 2.70% | $52,231,978 |
| VECTOR FRONTIER FOCUS | DELTA DELTA | SUULY0YRJ | KBGZD | 11.76% | $95,958,657 |
| PATHWAY FOCUS | MATRIX FRONTIER | E8RC06I2J | WFD | 12.01% | $23,998,344 |