# Washington Park Capital Management, LLC

> Washington Park Capital Management, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 338939
- Filed as: WASHINGTON PARK CAPITAL MANAGEMENT, LLC
- Also doing business as: WASHINGTON PARK ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338939
- AdvisorCensus page: https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939

## Quick answers

**How is Washington Park Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Washington Park Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Washington Park Capital Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $5,000,000: 0.75% a year; Above $5,000,000: 0.625% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Washington Park Capital Management, LLC located?**
Washington Park Capital Management, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Washington Park Capital Management, LLC registered with the SEC or a state?**
Washington Park Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338939.

**How much does Washington Park Capital Management, LLC manage?**
Washington Park Capital Management, LLC reports $359,458,316 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Washington Park Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97); individuals (other than high net worth individuals) (94); corporations or other businesses not listed above (3).

**Which custodians does Washington Park Capital Management, LLC use?**
Washington Park Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Washington Park Capital Management, 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/338939

**Does Washington Park Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value."

**What changed in Washington Park Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 3. Regulatory assets under management went from $0 to $359,458,316. Registered or notice-filed in AZ, CA, TX, WA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Up to $3,000,000: 1% a year
- $3,000,000 to $5,000,000: 0.75% a year
- Above $5,000,000: 0.625% a year

> The Firm offers its investment management services for an annual fee based on the amount of assets under the Firm’s management. This management fee is generally based upon the following fee schedule:

> PORTFOLIO VALUE BASE FEE First $3,000,000 1.00% Next $2,000,000 0.75% Above $5,000,000 0.625%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Firm imposes a minimum starting value of $500,000 but may, in its sole discretion, waive that minimum value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $359,458,316
- Discretionary: $359,458,316
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $49,843,873 |
| High net worth individuals | 97 | $305,621,455 |
| Corporations or other businesses not listed above | 3 | $3,992,988 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waparkadvisors.com

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $0 to $359,458,316.
- Registered or notice-filed in AZ, CA, TX, WA.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Park Capital Management, LLC (CRD 338939): Form ADV filing data as of October 2026.