Forest Park Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$48,000,000
Total clients
70
14% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$685,714
About
Forest Park Capital LLC provides ongoing portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm prepares a written Investment Policy Statement for each client and may manage accounts on a discretionary basis to implement those plans.
The firm’s investment process draws on a mix of fundamental, quantitative, and technical analysis under a modern portfolio theory framework, and it employs long‑term trading alongside options strategies (including covered and uncovered positions). Portfolios may include mutual funds, ETFs, fixed income, real estate funds, precious‑metal ETFs, and insurance products such as annuities, with risk tolerances and time horizons documented in each client’s IPS.
A notable distinction is that firm personnel are licensed insurance agents who may recommend insurance products and receive commissions for sales, a relationship the firm discloses and reviews as a potential conflict alongside its advisory services. The firm also requires clients to custody assets at Schwab Advisor Services and receives institutional services and research that it says it considers when selecting custodial arrangements.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,200 to $3,000
1.25% annually
Main office location
Forest Park Capital LLC
1480 Woodstone Drive, Ste 201
St. Charles MO 63304, United States
Number of offices
1
Most active in
Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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