Park Capital Management, LLC / Wi
Park Capital Management, LLC is an independent Registered Investment Adviser headquartered in Madison, Wisconsin. Founded in 2011, the firm provides wealth management, investment management, tax planning, estate planning, and business consulting services to individuals, high net worth clients, charities, insurance companies, and businesses. Park Capital Management is known for its tailored financial solutions and fiduciary client-centric approach, serving a diverse client base primarily in the Madison area with a staff of 9 professionals.
Investment Strategy
Park Capital Management focuses on personalized investment management by designing portfolios according to each client's individual goals and risk profile. Their approach emphasizes comprehensive financial planning, wealth management, and tax optimization, with a client-first philosophy that avoids commissions and fosters transparency. The firm integrates estate and tax planning with investment services, striving to align financial strategies with long-term client objectives while adhering to fiduciary standards.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HTRB | HARTFORD FDS EXCHANGE TRADED | 24.94% | $31.2M | 909,043 | $33.37 | $34.29 | +$1.4M |
N NVDA | NVIDIA CORPORATION | 9.97% | $12.5M | 66,756 | $133.48 | $186.58 | +$1.9M |
I IJR | ISHARES TR | 5.65% | $7.1M | 59,455 | $106.42 | $118.83 | +$658.4K |
A AAPL | APPLE INC | 5.23% | $6.5M | 25,663 | $249.41 | $254.63 | +$1.2M |
S SPY | SPDR S&P 500 ETF TR | 4.49% | $5.6M | 8,430 | $628.56 | $666.18 | +$1.8M |