Madison Park Capital Advisors, Llc
- Regulatory AUM
- $295M
- Discretionary
- $271M
- Clients
- 379
- Avg AUM / client
- $778K
- Accounts
- 1,051
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 250 | $75.8M | 25.7% |
| High net worth individuals | 108 | $201M | 68.3% |
| Pension and profit sharing plans | 21 | $15.4M | 5.24% |
| Charitable organizations | Fewer than 5 clients | $1.9M | 0.65% |
| Corporations and other businesses | Fewer than 5 clients | $239K | 0.08% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chris Darryl Featherstone | Managing Member And Chief Compliance Officer | CFP Chartered Financial Consultant | Aug 2014 (12y) | 50% – 75% |
| Jeffrey Alan Mullen | Managing Member | Aug 2014 (12y) | 25% – 50% | |
| Andrew James Barfoot | Member | CFP | Apr 2015 (11y) | 5% – 10% |
| William Lee Reece | Registered representative | Mar 2016 (10y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 07/07/2026 | 905 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Distributors Company Llc $200M (68% of AUM) Jul 2026
- Fidelity Investments Institutional Services Company, Inc. $93.7M (67% of AUM) Mar 2019
- Charles Schwab & Co. $79.5M (27% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗