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 |
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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 |
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Compensation | % of AUMFixed fees |
Principal Office
701 FIFTH AVENUESUITE 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
C****@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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
RAUM, Historic
No. Clients, Historic
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 | – |