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Park Place Capital Corporation

Updated today

Total assets under management

$724,023,748

Total clients

413

9% high-net worth

Total advisors

5

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

83

Average account size

$1,753,084

About

Park Place Capital provides investment advisory services to both retail and institutional clients, including individuals, high‑net‑worth investors, pension plans, insurance companies, and investment companies. The firm also sponsors and administers a series of mutual funds (the Monteagle Funds) and offers asset management, institutional consulting, and retail financial planning.

The firm delivers both discretionary and non‑discretionary portfolio management and operates a wrap‑fee program for clients seeking bundled investment and custody services. Park Place Capital uses fundamental and technical analysis, manages accounts directly or through sub‑advisors for its funds, and may employ option contracts and other derivatives in separately managed accounts where appropriate.

Park Place Capital is a wholly owned subsidiary of Renasant Corporation and maintains several affiliated relationships that set it apart from many peers: it is affiliated with a banking parent, sponsors its own mutual fund series, and owns an affiliated broker‑dealer with registered representatives. Those affiliations give rise to referral and compensation conflicts that the firm discloses and addresses through policies such as fee waivers for certain fund investments, written disclosures, and periodic suitability reviews.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning services; fees are negotiable based on services and client situation.

Project-based

Up to $200 per hour for financial planning services, minimum one hour charged, no maximum fee.

Other

Minimum fee: Certain legacy accounts may have a minimum fee billed quarterly; generally no minimum fee.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Park Place Capital Corporation

2728 19 Th Place S, Suite 160

Homewood AL 35209, United States

Number of offices

3

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