AdvisorCensus / Financial advisors / Washington / Seattle / Madison Park Capital Advisors, LLC
Madison Park Capital Advisors, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.
Quick answers
From the filingHow is Madison Park Capital Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Madison Park Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Madison Park Capital Advisors, LLC located?
Madison Park Capital Advisors, LLC's principal office is in Seattle, WA, according to its Form ADV.
Is Madison Park Capital Advisors, LLC registered with the SEC or a state?
Madison Park Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 172780.
How much does Madison Park Capital Advisors, LLC manage?
Madison Park Capital Advisors, LLC reports $294,780,438 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (92% discretionary).
How have Madison Park Capital Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Madison Park Capital Advisors, LLC: Regulatory assets under management: $207,925,007 in the October 2021 data and $294,780,438 in the October 2026 data, up 42%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Madison Park Capital Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (108); pension and profit sharing plans (but not the plan participants or government pension plans) (21).
Which custodians does Madison Park Capital Advisors, LLC use?
Madison Park Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.
Does Madison Park Capital Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172780
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $2,500
The brochure's wording
As a condition for starting and maintaining an investment management relationship, MPCA, in its sole discretion, may charge a minimum annual fee of $2,500.
This minimum fee may have the effect of making MPCA’s services cost prohibitive for certain clients. MPCA, in its sole discretion, may waive its minimum annual fee based upon certain criteria, such as anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client relationships, account retention and pro bono activities.
As stated in the firm's Form ADV Part 2A brochure dated July 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$294,780,438 as of October 2026, filing dated July 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $294,780,438 | 4 | July 7, 2026 |
| October 2025 | $272,642,586 | 4 | February 12, 2025 |
| October 2024 | $259,374,154 | 5 | March 6, 2024 |
| October 2023 | $205,991,094 | 5 | May 15, 2023 |
| October 2022 | $237,394,311 | 5 | August 3, 2022 |
| October 2021 | $207,925,007 | 5 | May 18, 2021 |
Regulatory assets under management: $207,925,007 in the October 2021 data and $294,780,438 in the October 2026 data, up 42%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Madison Park Capital Advisors, LLC (CRD 172780): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/madison-park-capital-advisors-llc-seattle-wa-172780