Park Place Capital Corporation logo

Park Place Capital Corporation

Updated today

Client assets under management

$440,671,169

Clients

607

6% high-net-worth

Advisors

7

of 20 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

87

High

Average account size

$725,982

About

Park Place Capital Corporation is a team investment adviser with seven advisors managing approximately $879 million for both retail and institutional clients, including individuals, high‑net‑worth clients, pension plans, insurance companies, and investment companies. In addition to portfolio management, the firm provides financial planning, institutional consulting, and serves as the adviser and sponsor for the Monteagle Funds.

The firm offers both discretionary and non‑discretionary management and employs a mix of fundamental and technical analysis to evaluate investments, including mutual funds, ETFs and option contracts where appropriate. It also operates an Advisory Solutions wrap‑fee program and conducts periodic account reviews while using third‑party custodians for assets under management.

Distinctive aspects of the firm include its ownership as a wholly owned subsidiary of Renasant Corporation and its formal affiliation with Renasant Bank, as well as ownership of an affiliated broker‑dealer (Park Place Capital Securities Corp.) whose registered representatives may transact brokerage business. Park Place acts as sponsor and administrator for the Monteagle Funds (coordinating and overseeing sub‑advisors), participates in referral arrangements with other advisers, and discloses and manages the attendant referral and brokerage conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees may be charged for financial planning services; fees are negotiable based on services provided.

Project-based

Up to $200 per hour with a minimum of one hour charged for financial planning services.

Other

Minimum fee: Accounts are generally billed quarterly in advance with no minimum fee; certain legacy accounts may have minimum fees.

Main office location

Park Place Capital Corporation

2728 19 Th Place S, Suite 160

Homewood AL 35209, United States

Number of offices

5

Most active in

Alabama · Arkansas · Colorado · Florida · Georgia · Indiana · Mississippi · New Jersey · North Carolina · Oklahoma · South Carolina · Tennessee · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Byron G

CFA®, Series 65

Homewood, AL

Park Place Capital Corporation

Byron Golden is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Park Place Capital Corporation since 2020 and has also worked at Renasant Bank and Renasant Asset Management since 2011. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jake H

CFP®, Series 66

Homewood, AL

Park Place Capital Corporation

Jake Heyer is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Park Place Capital Corporation since 2020 and previously held roles at Lpl Financial LLC and Renasant Bank - Renasant Investment Advisors. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers portfolio management, financial planning, and sponsors the Monteagle Funds, utilizing fundamental and technical analysis as well as derivatives in managing accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

William A

CFA®, Series 63, Series 66

Homewood, AL

Park Place Capital Corporation

William Aycock is a CFA® charterholder with six years of industry experience. He is currently with Park Place Capital Corporation and has previously worked at Regions Investment Management, Institutional Securities Corporation, and Doucet Asset Management. Outside of his advisory role, he serves as assistant treasurer and director of the Kiwanis Club of Birmingham. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers portfolio management, mutual fund sponsorship, and institutional consulting, employing fundamental and technical analysis and managing accounts directly or through sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jason H

CFA®, Series 63

Homewood, AL

Park Place Capital Corporation

Jason Hawkins is a CFA® charterholder and holds a Series 63 license with over a decade of experience in the financial industry. He has been with Park Place Capital Corporation since 2026 and previously worked at BancorpSouth/Cadence Bank from 2013 to 2026. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers portfolio management, mutual funds administration, and financial planning, utilizing both fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Matthew F

Series 63, Series 66

Homewood, AL

Park Place Capital Corporation

Matthew Foster is a financial advisor at Park Place Capital Corporation with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Renasant Asset Management. Foster has been with Park Place Capital and its affiliated broker-dealer since 2020. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth individuals and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in managing client accounts.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Sarah B

CFP®, Series 66

Homewood, AL

Park Place Capital Corporation

Sarah Burchfield Cobb is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She is currently with Park Place Capital Corporation, where she has worked since 2025. Prior to this, she spent three years at Cahaba Wealth Management and twelve years at Synovus Securities, Inc. Park Place Capital provides investment advisory services to retail and institutional clients, including individuals, high-net-worth investors, pension plans, and insurance companies. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and employs both fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Jennifer R

Series 65

Homewood, AL

Park Place Capital Corporation

Jennifer Rawls is a financial advisor with Park Place Capital Corporation, holding a Series 65 designation and five years of industry experience. She has worked at Park Place Capital since 2020 and previously spent seven years with Renasant Bank’s Renasant Asset Management. Park Place Capital provides investment advisory services to retail and institutional clients, including high-net-worth investors and pension plans. The firm offers discretionary and non-discretionary portfolio management, sponsors the Monteagle Funds mutual fund series, and integrates fundamental and technical analysis in its investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")