Park Capital Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 165884
- Website
- www.parkwealthmanagement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans36.93%
- Individuals30.08%
- HNWI29.71%
- Corporations / Businesses3.28%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Park Capital Group, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator. Core services include financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and running educational seminars and workshops. Its fee model is flexible, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities21%
- US Government Bonds4%
Contacts
2 of 2Sean Miot
Registered RepresentativeCRD 3245288

Glen Park
Wealth Management AdvisorCRD 2513445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$14.5M in ETFs
100%
$14.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD) | First Trust | Passive | Consumer Cyclical | $2.8M | 48,745 | 19.50% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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