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PARK CAPITAL MANAGEMENT, LLC

MADISON, WI · CRD 158965 · IAPD ↗ · 608-440-8608

$868.0MRegulatory AUM
5Advisory reps
9Employees
23Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PARK CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($377.1M -> $732.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.