Madison Park Capital Advisors, LLC

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Client assets under management

$277,184,964

Clients

358

30% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$774,260

About

Madison Park Capital Advisors provides financial planning, consulting, and discretionary or non‑discretionary investment management to individuals (including high‑net‑worth clients), trusts, estates, charitable entities, and small businesses. The firm reports approximately $294.8 million in assets under management, with the majority managed on a discretionary basis, and also provides advisory services on additional employer‑sponsored retirement plan assets.

The firm emphasizes asset allocation as the primary driver of portfolio risk and return, implementing a strategic allocation framework with a tactical overlay that uses fundamental, technical, and cyclical analysis. MPCA typically implements portfolios with mutual funds, ETFs, and individual equity and debt securities, and—where suitable for accredited investors—may recommend privately placed securities or obtain digital‑asset exposure, generally through ETFs and other publicly traded vehicles.

MPCA’s supervised persons include individuals who, in their separate capacities, are registered representatives of a broker‑dealer (Purshe Kaplan Sterling Investments) and licensed insurance agents, and they may offer commission‑based brokerage and insurance products under separate arrangements, a relationship the brochure identifies as a potential conflict of interest. The firm also discloses that it compensates third‑party “Promoters” for client referrals and receives institutional software and support from custodians, arrangements that can influence brokerage direction and operational services.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy

Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.90% $5,000,000+: 0.80%

Commissions

Certain supervised persons offer securities brokerage and insurance products on a separate commission basis

Other

Account minimum: $500,000 Minimum fee: $2,500 minimum annual fee, may be waived at firm's discretion Fee-only: Fixed fees for financial planning and consulting generally range from $2,400 to $12,000; quarterly retainer arrangements also possible

Main office location

Madison Park Capital Advisors, LLC

701 Fifth Avenue, Suite 4200

Seattle WA 98104, United States

Number of offices

Most active in

California · Idaho · Minnesota · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 206-623-6722

Advisors at this firm

William R

Series 63, Series 66

Seattle, WA

Madison Park Capital Advisors, LLC

William Reece is a financial advisor at Madison Park Capital Advisors, LLC in Seattle, WA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Madison Park Capital Advisors and Purshe Kaplan Sterling Investments since 2016. Madison Park Capital Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $294.8 million in assets, focusing on asset allocation through a strategic framework combined with fundamental, technical, and cyclical analysis.

Charitable giving & philanthropy

Jeffrey M

Series 63, Series 66

Seattle, WA

Madison Park Capital Advisors, LLC

Jeffrey Mullen is a financial advisor with Madison Park Capital Advisors, LLC in Seattle, WA. He holds Series 63 and Series 66 designations and has 38 years of industry experience. He has been with Madison Park Capital Advisors since 2014. Madison Park Capital Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million in assets and focuses on asset allocation as the primary driver of portfolio risk and return, employing a strategic allocation framework with a tactical overlay.

Charitable giving & philanthropy

Chris F

CFP®, ChFC®, Series 66

Seattle, WA

Madison Park Capital Advisors, LLC

Chris Featherstone is a CFP® and ChFC® with 25 years of industry experience. He has been with Madison Park Capital Advisors, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable entities, and small businesses. Madison Park Capital Advisors emphasizes asset allocation using a strategic framework with a tactical overlay, managing approximately $294.8 million in assets.

Charitable giving & philanthropy

Andrew B

CFP®, Series 65

Seattle, WA

Madison Park Capital Advisors, LLC

Andrew Barfoot is a CFP® with 10 years of industry experience and has been with Madison Park Capital Advisors, LLC since 2015. He is based in Seattle, WA, and holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $294.8 million in assets, focusing on strategic asset allocation with a tactical overlay and employing a range of investment vehicles including mutual funds, ETFs, and individual securities.

Charitable giving & philanthropy

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