Park Capital Group, Inc.

Park Capital Group serves individual and high-net-worth clients as well as employee retirement plans, providing discretionary portfolio management, financial planning, retirement plan consulting, participant account management, and financial consulting. The firm offers model portfolios and separately managed cash management accounts and provides plan-level services such as participant enrollment meetings and investment-related educational seminars covering diversification, asset allocation, risk tolerance, and time horizon.

The firm generally manages accounts on a discretionary basis using a mix of analytical approaches (charting, technical, fundamental, cyclical analysis, and Modern Portfolio Theory) and may engage in short-term or frequent trading when deemed suitable for a client. Park Capital Group uses third‑party tools in its operations — including Pontera to manage held-away participant accounts to avoid custody and certain AI-driven technologies for operational efficiency — and sets client accounts to HIFO cost-basis accounting while advising clients to consult tax professionals.

Compared with many peers, Park Capital Group highlights participant education as a formal part of plan consulting, an offering that the brochure notes is relatively uncommon among supported firms. The ADV also discloses that some advisory personnel are registered representatives of LPL Financial and licensed insurance agents (which can result in separate commission-based compensation) and reports $88,581,000 in discretionary assets under management.