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The fee is billed in advance or in arrears.","source":"CPC - ADV PART 2A: FIRM BROCHURE, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Congress Park Capital use?","answer":"Congress Park Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $404M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Congress Park Capital have?","answer":"Congress Park Capital has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Congress Park Capital invest in?","answer":"At the end of its last fiscal year, Congress Park Capital’s separately managed accounts held 61% exchange-traded equities, 13% state and local bonds, 11% investment grade corporate bonds, 10% cash and equivalents and 5% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Congress Park Capital?","answer":"Congress Park Capital’s direct owner is Eric Brodwin (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Congress Park Capital get paid?","answer":"Congress Park Capital is paid through a percentage of assets under management and fixed fees. 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