Park Place Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Park Place Capital reports 610 clients. They include 571 individual clients, 36 high-net-worth individuals and 1 banking or thrift institution. Of its assets, 98.4% ($865M across 585 accounts) are managed with discretion; $13.9M across 24 accounts are not. A wrap fee program the firm both sponsors and manages holds $474M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 24% |
| High-net-worth individuals | 6% | 26% |
| Banking or thrift institutions | <1% | 37% |
| Investment companies | <1% | 8% |
| Corporations and other businesses | <1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 571 | $211M | 24.0% | $370K |
| High-net-worth individuals | 36 | $229M | 26.1% | $6.37M |
| Banking or thrift institutions | Fewer than 5 | $326M | 37.0% | $326M |
| Investment companies | 1 | $67M | 7.6% | $67M |
| Corporations and other businesses | Fewer than 5 | $46M | 5.2% | $46M |
| Total | 610 | $879M | 100% | — |
- Clients
- 571
- Regulatory AUM
- $211M
- AUM share
- 24.0%
- Avg. per client
- $370K
- Clients
- 36
- Regulatory AUM
- $229M
- AUM share
- 26.1%
- Avg. per client
- $6.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $326M
- AUM share
- 37.0%
- Avg. per client
- $326M
- Clients
- 1
- Regulatory AUM
- $67M
- AUM share
- 7.6%
- Avg. per client
- $67M
- Clients
- Fewer than 5
- Regulatory AUM
- $46M
- AUM share
- 5.2%
- Avg. per client
- $46M
Total
- Clients
- 610
- Regulatory AUM
- $879M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Park Place Capital is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retail Financial Planning
- Financial planning is billed on a fixed or hourly basis, negotiable; hourly fees are up to $200 per hour with a one-hour minimum and no maximum fee.
Renasant Corporation owns 75% or more of Park Place Capital. The leadership team of Park Place Capital includes President Matthew Foster and Chief Financial Officer Leah Allen. It has 20 employees, 7 of them in advisory roles.
Leadership
- Matthew FosterPresident / Director / Chairman
- Leah AllenChief Financial Officer / Director
- Jake HeyerSenior Manager / Director
- Mark JeanfreauDirector
- Paul OrdonioCCO / Secretary / Director
- Jeffery SingletonDirector
- Micah WhiteDirector
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 20 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 broker-dealer reps
- 3 soliciting firms
- Owns 75% or more of Park Place Capital Corporation
Renasant Corporation
Control person · since January 2026
Park Place Capital’s regulatory assets grew 12.6× from $69.6M (May 2021) to $879M (March 2026); clients rose from 1 to 610 and employees from 9 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $879M | 610 | 20 | 5 |
| June 2025 | $724M | 416 | 8 | 3 |
| March 2024 | $602M | 373 | 10 | 3 |
| March 2023 | $854M | 221 | 11 | 3 |
| April 2022 | $587M | 66 | 9 | 3 |
| May 2021 | $69.6M | 1 | 9 | 3 |
Besides its headquarters, Park Place Capital has 4 offices, with 5 listed addresses in Alabama, Mississippi and Tennessee.
Mississippi · 3 listed addresses
- 82a Clark Boulevard, Tupelo
- 6480 Highway 98 West, Hattiesburg
- 801 Baptist Drive, Madison
Alabama · 1 listed address
- 2728 19th Place S, Suite 160, HomewoodHQ
Tennessee · 1 listed address
- 1820 West End Ave, Nashville
Other business names
Park Place Capital has reported 1 other business name to the SEC.
- Park Place Capital
Contact and registration details
- Legal name
- Park Place Capital Corporation
- Headquarters
- 2728 19th Place S, Suite 160, Homewood, AL 35209
- Website
- parkplacecapital.com
- Phone
- 800-459-9084
- SEC file
- 801-32593
- Structure
- Tennessee corporation
- Fiscal year end
- December
Park Place Capital uses Charles Schwab ($487M, 60%) and Fifth Third Bank ($326M, 40%) as custodians for its separately managed accounts. Park Place Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $487M60%
- Fifth Third BankFifth Third Bank · Cincinnati, OH · $326M40%
At year end, Park Place Capital’s separately managed accounts were largely in funds (46%) and bonds (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $629M across 1,092 positions; the largest are Aptus Collared Investment Opp ETF (7.9%), Aptus International Enhanced Yield ETF (4.9%) and iShares Core S&P 500 ETF (4.6%).
What the accounts hold
- Stocks21%
- Funds46%
- Bonds25%
- U.S. government and agency bonds17%
- Investment grade corporate bonds5%
- State and local bonds3%
- Cash6%
- Other2%
- Derivatives2%
Reported 13F holdings
- $629M
- Reported 13F value
- 1,092
- Positions
- 40.2%
- In the 10 largest
- +26.2%
- Value vs. prior quarter
- Aptus Collared Investment Opp ETF · Exchange Traded Fund7.9%
- Aptus International Enhanced Yield ETF · Exchange Traded Fund4.9%
- iShares Core S&P 500 ETF · Exchange Traded Fund4.6%
- Vanguard FTSE Developed Markets ETF · Exchange Traded Fund4.2%
- Aptus Defined Risk ETFETF3.6%
- Opus Small Cap Value ETFETF3.5%
- Aptus Large Cap Enhanced Yield ETF · Exchange Traded Fund3.2%
- State Street SPDR Port S&P 500a(r) ETF · Exchange Traded Fund3.0%
- Aptus Large Cap Upside ETFETF2.7%
- Aptus Drawdown Managed Equity ETF · Exchange Traded Fund2.7%
Together, the ten largest are 40.2% of reported value.
How many clients does Park Place Capital have?
Park Place Capital has 610 clients and manages $879 million for them, as of March 2026. They include 571 individual clients, 36 high-net-worth individuals and 1 banking or thrift institution.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Park Place Capital offer?
Park Place Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Park Place Capital use?
Park Place Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $487M and Fifth Third Bank (Cincinnati, OH), with $326M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Park Place Capital have?
Park Place Capital has 7 investment adviser representatives registered with state securities authorities, out of 20 employees, and 7 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Park Place Capital invest in?
At the end of its last fiscal year, Park Place Capital’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 17% U.S. government and agency bonds, 6% cash and equivalents, 5% investment grade corporate bonds, 3% state and local bonds and 2% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Park Place Capital?
Park Place Capital’s direct owner is Renasant Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Park Place Capital get paid?
Park Place Capital is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Park Place Capital?
Park Place Capital’s main office is at 2728 19th Place S, Suite 160, Homewood, AL 35209. Its phone number is 800-459-9084. Its website is parkplacecapital.com.