Park Place Capital Corporation
- Regulatory AUM
- $879M
- Discretionary
- $865M
- Clients
- 610
- Avg AUM / client
- $1.4M
- Accounts
- 609
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 571 | $211M | 24.0% |
| High net worth individuals | 36 | $229M | 26.1% |
| Banking or thrift institutions | 1 | $326M | 37.0% |
| Investment companies | 1 | $67.0M | 7.62% |
| Corporations and other businesses | 1 | $46.0M | 5.23% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jake Morrison Heyer | Senior Manager / Director | CFP | May 2020 (6y) | Less than 5% |
| Jeanfreau, Mark, William | Director | May 2020 (6y) | Less than 5% | |
| Matthew Haas Foster | President / Director | May 2020 (6y) | Less than 5% | |
| Miskelly, William, Hall | Director / Chairman | May 2020 (6y) | Less than 5% | |
| Ordonio, Paul, B | Cco / Secretary / Director | May 2020 (6y) | Less than 5% | |
| White, Micah, Dee | Director | May 2020 (6y) | Less than 5% | |
| Allen, Leah, Justice | Chief Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Byron Todd Golden | Registered representative | CFA | Jun 2020 (6y) | |
| Jennifer Jackson Rawls | Registered representative | Mar 2021 (5y) | ||
| Sarah Walton Burchfield Cobb | Registered representative | CFP | Jun 2025 (1y) | |
| William Hubert Aycock | Registered representative | CFA | Jul 2025 (1y) | |
| Jason Shane Hawkins | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Renasant Bank | Owner | Nov 2019 | A | 75% or more |
| Renasant Corporation | Sole Shareholder | Nov 2019 | B | ≈ 56.25% – 100% via Renasant Bank |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Renasant Corporation: 75% – 100% of Renasant Bank × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $487M (55% of AUM) Mar 2026
- Fifth Third Bank $326M (37% of AUM) Mar 2026
- Reliance Trust Company $285M (33% of AUM) Aug 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗