A complete list of active advisors currently associated with Congress Park Capital LLC

Warmer can help you find a great advisor at Congress Park Capital LLC or one who fits your needs even better.

Congress Park Capital LLC provides discretionary asset management and retirement plan consulting to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans. The firm manages roughly $422 million on a discretionary basis and tailors portfolios to clients’ objectives with ongoing supervision and periodic rebalancing. Investment decisions draw on fundamental and technical analysis and a range of asset allocation approaches from strategic to tactical, with accounts reviewed at least quarterly. The firm, unlike many peers, uses leverage and derivative strategies in separately managed accounts—describing margin transactions, short sales, options (including covered calls, spreads and short puts), and ETNs—and it will occasionally cross client bond positions to address liquidity needs. Structurally, the firm operates with a small advisory team supported by institutional custodial and execution services through a major broker‑dealer platform, and its representatives are also licensed insurance agents/brokers, a relationship the brochure identifies as a potential conflict addressed through disclosure and fiduciary processes. It also provides ERISA plan consulting and accepts fiduciary responsibilities for plan engagements under Section 3(21) or 3(38), a service emphasis that complements its individual portfolio management.

To learn more about the advisors currently working at Congress Park Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.