Madison Park Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$277,184,964
Clients
358
Advisors
4
of 4 employees
About
Madison Park Capital Advisors provides financial planning, consulting and discretionary and non-discretionary portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable entities and small businesses, managing roughly $295 million for several hundred client relationships. Services include standalone financial plans, ongoing investment management, and advice on assets held outside custodians such as employer retirement plans, annuity contracts and 529 plans.
The firm implements a two‑level asset allocation process that combines strategic allocation with a tactical overlay driven by fundamental, technical and cyclical analysis, and typically invests client assets across mutual funds, ETFs and individual securities. Where suitable for accredited investors, MPCA may recommend privately placed securities and, in limited cases, exposure to digital assets (with cryptocurrency exposure ordinarily accessed via publicly traded vehicles).
MPCA’s supervised persons include registered representatives of Purshe Kaplan Sterling Investments and licensed insurance agents who may offer brokerage or insurance products under separate, commission‑based arrangements, and the firm discloses promoter/referral agreements that compensate third parties for client introductions. A firm principal also serves on the board of Vita Inclinata Technologies, Inc., in which a handful of clients hold shares, and MPCA does not vote client securities (clients receive proxies directly).
Client services
Expertise
Fee options
Fixed fees for standalone financial planning or consulting services generally range from $2,400 to $12,000.
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.90% $5,000,000+: 0.80%
Certain supervised persons offer securities brokerage and insurance products on a separate commission basis.
Quarterly retainer arrangements for financial planning and consulting, negotiated per client.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500, which may be waived at the Firm's discretion. Fee-only: Fixed fees for financial planning and consulting services generally range from $2,400 to $12,000 on a fixed fee basis; quarterly retainer arrangements also offered.
Main office
701 Fifth Avenue, Suite 4200
Seattle WA 98104
Advisors at this office
4
Most active in
California · Idaho · Minnesota · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
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 with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Purshe Kaplan Sterling Investments and Madison Park Capital Advisors since 2016. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million using a two-level asset allocation process that combines strategic allocation with a tactical overlay applied across mutual funds, ETFs, and individual securities.
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, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Madison Park Capital Advisors since 2014. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships, employing a two-level asset allocation process that combines strategic allocation with a tactical overlay incorporating fundamental, technical, and cyclical analysis.
Chris F
CFP®, ChFC®, Series 66
Seattle, WA
Madison Park Capital Advisors, LLC
Chris Featherstone is a CFP® and ChFC® with 25 years of experience in the financial industry. He has been with Madison Park Capital Advisors, LLC since 2014. Located in Seattle, WA, Featherstone holds a Series 66 registration. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses. The firm manages approximately $295 million across several hundred client relationships and employs a two-level asset allocation process combining strategic and tactical approaches.
Andrew B
CFP®, Series 65
Seattle, WA
Madison Park Capital Advisors, LLC
Andrew Barfoot is a CFP® with 11 years of industry experience, currently serving at Madison Park Capital Advisors, LLC since 2015. Located in Seattle, WA, he holds a Series 65 license. Madison Park Capital Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable entities, and small businesses, managing approximately $295 million across several hundred client relationships. The firm employs a two-level asset allocation process combining strategic and tactical approaches and invests in mutual funds, ETFs, individual securities, and, where appropriate, privately placed securities and limited digital asset exposure.
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