Elizabeth Park Capital Management, LTD
Answer a few questions and
get matched with an advisor.
Learn more about Elizabeth Park Capital Management, LTD
Overview
Elizabeth Park Capital Management, LTD is a financial advisory company based in Beachwood, Ohio. It oversees $347.6 million in assets throughout nine customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 9 financial advisors. Elizabeth Park Capital Management, LTD is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Elizabeth Park Capital Management, LTD administers all of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring client approval. The firm's typical account size is $38.6 million. The average advisor at Elizabeth Park Capital Management, LTD administers around one client account, placing it among the most individualized financial advisor firms in the country.
The firm's central office is located at 29525 Chagrin Blvd., Beachwood, Ohio 44122. Elizabeth Park Capital Management, LTD is allowed to provide services to clients in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Elizabeth Park Capital Management, LTD by the Numbers
$347.6 million
9
9
$38.6 million
Fee Structure
Fees for financial advice typically are based on which service is provided. However, fee types charged by Elizabeth Park Capital Management, LTD may include any combination of the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its nine accounts, Elizabeth Park Capital Management, LTD's largest client group is pooled investment vehicles. About 29% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Elizabeth Park Capital Management, LTD does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.