Washington Park Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$355,465,328
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
191
51% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
191
Very HighAverage account size
$1,861,075
About
Washington Park Advisors is an SEC-registered investment adviser that provides discretionary investment management and advisory services primarily to high‑net‑worth individuals through personal accounts, IRAs, trusts, and foundations, and also serves corporate profit‑sharing and investment accounts. The firm manages balanced portfolios using a range of securities, including common and preferred stock, options, corporate and municipal bonds, and U.S. government debt, and may be engaged directly or via clients’ broker‑dealers.
The firm’s investment process emphasizes fundamental, bottom‑up analysis for equities and credit and duration analysis for fixed income, with a focus on absolute earnings and dividend income and the maintenance of cash for liquidity. Portfolios are tailored to client objectives, may be managed through similarly managed models, and are overseen on a discretionary basis consistent with applicable safe harbor provisions.
Uncommonly for firms in this category, Washington Park focuses primarily on individual high‑net‑worth clients and charges asset‑based management fees rather than performance‑based compensation. The firm, formed in 2025, reported roughly $359 million in assets under management as of February 28, 2026 and states that it is not a private fund adviser.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.625%
Account minimum: $500,000
Main office location
Washington Park Capital Management, LLC
9755 Sw Barnes Rd, Suite 620
Portland OR 97225, United States
Number of offices
1
Most active in
Washington Park Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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