Washington Park Capital Management, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 338939
- Registered since
- December 19, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.02%
- Individuals13.87%
- Corporations / Businesses1.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Washington Park Capital Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is registered with the SEC (registration year listed as 2025) and bills clients on a percentage-of-assets-under-management basis. Its stated advisory activity centers on discretionary portfolio management for individuals and small businesses; its client base includes both individual and family clients as well as institutional relationships. The firm is not positioned as a capital allocator to external managers, is not an active ESG investor, and does not identify itself as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities57%
- US Government Bonds32%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Matthew Swendiman
Chief Executive OfficerCRD 2849367
Contacts
3 of 3
Paul Wittman
Managing Director & Portfolio ManagerCRD 5453685
Matthew Schaefer
Managing DirectorCRD 8191374
Larry Frager
Portfolio ManagerCRD 4590020
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 9755 Sw Barnes Rd
- Time zone
- PT (UTC-8)
- Office locations
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