Cameron T. Gray

PARK CAPITAL MANAGEMENT

MADISON, WI 53713

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CRD#: 6199914

Professional summary

Cameron T Gray, CFP® is a registered financial advisor currently at PARK CAPITAL MANAGEMENT, LLC located in Madison, Wisconsin.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Cameron has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED INSURANCE AGENT; INVESTMENT RELATED: YES; 1601 GREENWAY CROSS SUITE 201 MADISON WISCONSIN 53713 UNITED STATES; MR. GRAY IS A LICENSED INSURANCE AGENT AND MAY RECOMMEND INSURANCE PRODUCTS OFFERED BY VARIOUS INSURANCE CARRIERS. IDENTIFYING, QUOTING, SERVICING, PRODUCING LIFE INSURANCE ; START DATE: 2018-04-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 3;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron T Gray's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 18, 2018 - Present

PARK CAPITAL MANAGEMENT, LLC

Office #1: 1601 Greenway Cross Suite 201, Madison, WI 53713

RIA

CRD#: 158965

MADISON, WI

Past

November 7, 2016 - April 11, 2018

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NEW CARLISLE, OH

Past

November 7, 2016 - April 11, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NEW CARLISLE, OH

Past

July 26, 2013 - October 29, 2016

MORGAN STANLEY

RIA

CRD#: 149777

BEAVERCREEK, OH

Past

June 26, 2013 - October 29, 2016

MORGAN STANLEY

CRD#: 149777

BEAVERCREEK, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARK CAPITAL MANAGEMENT, LLC

BAUCH WEALTH MANAGEMENT, LLC | PARK CAPITAL MANAGEMENT, LLC | HAUSMANN-JOHNSON BAUCH FINANCIAL, LLC

CRD#: 158965 / SEC#: 801-115013

RIA

Registered Investment Advisory firm - (5/8/2019 Approved)

Ohio

Registered Investment Advisory firm - (5/10/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/10/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/2/2018)

IAR

Wisconsin
(4/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/25/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/21/2014

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/25/2013

General Securities Representative Examination

Current Firm

PARK CAPITAL MANAGEMENT, LLC

BAUCH WEALTH MANAGEMENT, LLC | PARK CAPITAL MANAGEMENT, LLC | HAUSMANN-JOHNSON BAUCH FINANCIAL, LLC

CRD#: 158965 / SEC#: 801-115013

RIA

Registered Investment Advisory firm - (5/8/2019 Approved)

Ohio

Registered Investment Advisory firm - (5/10/2019 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/10/2019 Terminated)

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Contact information

Main Address

1601 Greenway Cross Suite 201, Madison, WI 53713

Mailing Address

Phone number

(608) 440-8608

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts	1,338
AUM (Assets Under Management)	$ 732,763,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cameron T. Gray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron T Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PARK CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2013

SIE

Date: 4/11/2018

Series 31

Date: 2/21/2014

Series 7

Date: 6/25/2013

Current Firm

PARK CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARK CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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