# Park Capital Group, Inc.

> Park Capital Group, Inc. is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 165884
- Filed as: PARK CAPITAL GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165884
- AdvisorCensus page: https://advisorcensus.com/firm/park-capital-group-inc-165884

## Quick answers

**How is Park Capital Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Park Capital Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Park Capital Group, Inc. registered with the SEC or a state?**
Park Capital Group, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165884.

**How much does Park Capital Group, Inc. manage?**
Park Capital Group, Inc. reports $88,581,000 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does Park Capital Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); pension and profit sharing plans (but not the plan participants or government pension plans) (28); high net worth individuals (18).

**Does Park Capital Group, Inc. 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/165884

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $88,581,000
- Discretionary: $88,581,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $26,645,000 |
| High net worth individuals | 18 | $26,315,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $32,716,000 |
| Corporations or other businesses not listed above | 5 | $2,905,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- g.co/kgs/doxwGXk
- parkwealthmanagement.com
- Facebook @ParkWealthManagement
- LinkedIn @park-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Capital Group, Inc. (CRD 165884): Form ADV filing data as of October 2026.