Park Place Capital Corp.
Park Place Capital Corporation is an investment advisory firm founded in 1988 and headquartered in Homewood, Alabama, with additional offices in Nashville, Tennessee, and Tupelo, Mississippi. It is a wholly owned subsidiary of Renasant Bank and provides comprehensive investment advisory services to institutional and retail clients, including asset management, fiduciary consulting, and financial planning. The firm serves over 180 clients and manages portfolios for individuals, institutions, mutual funds (notably as adviser to the Monteagle Funds), pension plans, and insurance companies. Park Place Capital employs a boutique approach with direct access to portfolio managers and is supported by a small team of investment professionals.
Investment Strategy
The firm focuses on capital preservation and growth for both institutions and individuals, employing strategic asset allocation, fundamental research, and risk management with a substantial margin of safety between value and price. Investments are made in companies with sustainable competitive advantages, and portfolios are tailored to each client’s unique needs. As adviser to the Monteagle Funds, Park Place Capital offers strategies for income generation, responsible investing, and long-term market-leading returns through thorough, firsthand, fundamental research.
Top Holdings
Equity Positions (776)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 9.34% | $44.2M | 1,018,213 | $39.43 | $43.43 | +$9.0M |
I IVV | ISHARES CORE S&P 500 ETF | 5.42% | $25.7M | 38,377 | $579.65 | $669.30 | +$4.7M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 4.17% | $19.7M | 329,374 | $50.57 | $59.92 | +$959.0K |
O OSCV | OPUS SMALL CAP VALUE ETF | 3.85% | $18.2M | 476,452 | $35.57 | $38.23 | +$1.2M |
D DRSK | APTUS DEFINED RISK ETF | 3.68% | $17.4M | 604,699 | $27.29 | $28.83 | +$1.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Managing Director | Tupelo, MS , United States |