Washington Park Capital Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$359M
Discretionary
$359M
100% of AUM
Avg account
$1.1M
Accounts
317
Employees
3
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, US Government Bonds 32%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 1%57%
  • Exchange Traded Equities57%
  • US Government Bonds32%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds1%

Owners & executives

1 of 1
  • Matthew Swendiman

    Matthew Swendiman

    Chief Executive OfficerCRD 2849367

Contacts

3 of 3
  • Paul Wittman

    Paul Wittman

    Managing Director & Portfolio ManagerCRD 5453685

  • Matthew Schaefer

    Managing DirectorCRD 8191374

  • Larry Frager

    Portfolio ManagerCRD 4590020

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth