MADISON PARK CAPITAL ADVISORS, LLC

Adviser information for MADISON PARK CAPITAL ADVISORS, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,051 $241.3M
Non-Discretionary 12 $18.0M
Total 1,063 $259.4M

Clients

Type Number RAUM
Individuals 259 $66.8M
HNW Individuals 111 $181.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 16 $9.9M
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $295,413
Other 0 $0
Type Number
No. of Non-RAUM Clients 12
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-80446
SEC ERA File Number 801-80446
SEC CIK Numbers 1993022
SEC CRD Numbers 172780
Legal Entity Identifier None

Principal Office

701 FIFTH AVENUE
SUITE 4200
SEATTLE
WA
United States
Monday - Friday, 6:30AM - 4:30PM
Tel: 206-623-6722, Fax: 206-202-4489

Chief Compliance Officer

CHRISTOPHER D. FEATHERSTONE
701 FIFTH AVENUE
SUITE 4200
SEATTLE
WA
United States
Tel: 206-623-6722
Fax: 206-202-4489
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FEATHERSTONE, CHRIS, DARRYL Individual MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 08/2014 50-75%
MULLEN, JEFFREY, ALAN Individual MANAGING MEMBER 08/2014 25-50%
BARFOOT, ANDREW, JAMES Individual MEMBER 01/2016 5-10%

No. Employees, Historic

10502020202120222023202420255 on 3/18/20205 on 6/3/20205 on 2/16/20215 on 5/18/20215 on 11/12/20215 on 11/12/20215 on 2/17/20225 on 8/3/20225 on 11/29/20225 on 1/12/20235 on 2/17/20235 on 5/15/20235 on 3/6/2024

RAUM, Historic

300M150M0202020212022202320242025173702731 on 3/18/2020173702731 on 6/3/2020207925007 on 2/16/2021207925007 on 5/18/2021207925007 on 11/12/2021207925007 on 11/12/2021237394311 on 2/17/2022237394311 on 8/3/2022237394311 on 11/29/2022237394311 on 1/12/2023205991094 on 2/17/2023205991094 on 5/15/2023259374154 on 3/6/2024

No. Clients, Historic

4002000202020212022202320242025328 on 3/18/2020328 on 6/3/2020346 on 2/16/2021346 on 5/18/2021346 on 11/12/2021346 on 11/12/2021375 on 2/17/2022375 on 8/3/2022375 on 11/29/2022375 on 1/12/2023385 on 2/17/2023385 on 5/15/2023386 on 3/6/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM COM 203K 1K
ABRDN HEALTHCARE OPPORTUNITIES SHS COM 265K 13K
ACHIEVE LIFE SCIENCES INC COM COM 47K 10K
ALERIAN MLP ETF COM 7M 145K
ALPHABET INC CAP STK CL A COM 243K 1K
AMAZON COM INC COM COM 2M 9K
AMERICAN WELL CORP CL A COM 7K 23K
APPLE INC COM COM 3M 13K
ARES CAPITAL CORP COM COM 208K 10K
ARK INNOVATION ETF COM 3M 67K
BANK AMERICA CORP COM COM 295K 7K
BERKSHIRE HATHAWAY INC DEL CL B NEW COM 5M 12K
BLACKSTONE INC COM COM 2M 17K
BOEING CO COM COM 219K 1K
BP PLC SPONSORED ADR COM 230K 6K
CHEVRON CORP NEW COM COM 960K 6K
CISCO SYS INC COM COM 217K 5K
COCA COLA CO COM COM 202K 3K
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND COM 4M 20K
COSTCO WHSL CORP NEW COM COM 3M 3K
ELI LILLY & CO COM COM 507K 560
ENERGY TRANSFER L P COM UT LTD PTN COM 200K 12K
FIDELITY WISE ORIGIN BITCOIN FUND COM 576K 11K
FINANCIAL SELECT SECTOR SPDR FUND COM 4M 90K
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF COM 792K 14K
FUELCELL ENERGY INC COM COM 16K 26K
GENOCEA BIOSCIENCES INC COM NEW COM 0 10K
GLOBAL X MLP ETF COM 208K 4K
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF COM 1M 10K
HEALTH CARE SELECT SECTOR SPDR FUND COM 317K 2K
HERCULES CAPITAL INC COM COM 409K 20K
HYZON MOTORS INC COM CL A COM 4K 13K
INDUSTRIAL SELECT SECTOR SPDR FUND COM 4M 29K
INVESCO ADVANTAGE MUN INCOME T SH BEN INT COM 235K 26K
INVESCO MUNICIPAL TRUST COM COM 262K 26K
INVESCO QQQ TRUST SERIES I COM 5M 10K
INVESCO S&P 500 EQUAL WEIGHT ETF COM 1M 7K
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF COM 248K 4K
ISHARES CORE S&P SMALL CAP ETF COM 6M 52K
JPMORGAN CHASE & CO. COM COM 390K 2K
KINDER MORGAN INC DEL COM COM 587K 30K
MICROSOFT CORP COM COM 8M 18K
NVIDIA CORPORATION COM COM 510K 4K
ORACLE CORP COM COM 206K 1K
PACER US CASH COWS 100 ETF COM 4M 74K
PHILLIPS 66 COM COM 333K 2K
PLUG POWER INC COM NEW COM 29K 12K
PROCTER AND GAMBLE CO COM COM 264K 2K
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF COM 1M 12K
READY CAPITAL CORP COM COM 405K 50K
SALESFORCE INC COM COM 386K 2K
SCHWAB U.S. LARGE-CAP ETF COM 492K 8K
SCHWAB U.S. LARGE-CAP GROWTH ETF COM 905K 9K
SCHWAB U.S. MID-CAP ETF COM 2M 23K
SCHWAB U.S. SMALL-CAP ETF COM 2M 34K
SCHWAB US DIVIDEND EQUITY ETF COM 2M 25K
SOUTHERN CO COM COM 355K 5K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST COM 2M 5K
SPDR PORTFOLIO S&P 500 GROWTH ETF COM 288K 4K
SPDR S&P 400 MID CAP VALUE ETF COM 763K 10K
SPDR S&P 500 ETF TRUST COM 5M 9K
SPDR S&P 600 SMALL CAP VALUE ETF COM 562K 7K
SPDR S&P MIDCAP 400 ETF TRUST COM 8M 14K
STARBUCKS CORP COM COM 317K 4K
TECHNOLOGY SELECT SECTOR SPDR FUND COM 387K 2K
VANGUARD DIVIDEND APPRECIATION ETF COM 2M 9K
VANGUARD ESG U.S. STOCK ETF COM 218K 2K
VANGUARD GROWTH ETF COM 10M 26K
VANGUARD HIGH DIVIDEND YIELD INDEX ETF COM 436K 4K
VANGUARD MID-CAP ETF COM 351K 1K
VANGUARD S&P 500 ETF COM 910K 2K
VANGUARD SMALL-CAP ETF COM 371K 2K
VANGUARD TOTAL INTERNATIONAL STOCK ETF COM 11M 175K
VANGUARD TOTAL STOCK MARKET ETF COM 271K 1K
WILLIAMS COS INC COM COM 523K 12K