# Margo Park Financial

> Margo Park Financial is a state-registered investment advisory firm in San Diego, CA, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 12, 2026.

- CRD: 169375
- Filed as: MARGO PARK FINANCIAL
- Legal name: Margo Park LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: June 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169375
- AdvisorCensus page: https://advisorcensus.com/firm/margo-park-financial-san-diego-ca-169375

## Quick answers

**How is Margo Park Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Margo Park Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Margo Park Financial located?**
Margo Park Financial's principal office is in San Diego, CA, according to its Form ADV.

**Is Margo Park Financial registered with the SEC or a state?**
Margo Park Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 169375.

**How much does Margo Park Financial manage?**
Margo Park Financial reports $36,333,391 in regulatory assets under management in its Form ADV filing dated June 12, 2026 (90% discretionary).

**What types of clients does Margo Park Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (9).

**Does Margo Park Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169375

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $36,333,391
- Discretionary: $32,697,836
- Non-discretionary: $3,635,555

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $12,581,148 |
| High net worth individuals | 9 | $23,752,243 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @margopark

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Margo Park Financial (CRD 169375): Form ADV filing data as of October 2026.