Data / Investment advisers / Wisconsin / H. C. Denison Co.
H. C. Denison Co., Sheboygan, WI: $310 million AUM, SEC registered investment adviser
H. C. Denison Co. is an SEC registered investment adviser with its main office in Sheboygan, Wisconsin and reports $310 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 1628
- SEC file number
- 801-131334
- SEC status
- Approved, effective October 23, 2024
- Main office
- 618 North 7th Street, Sheboygan, WI 53081
- Phone
- (920) 457-9451
- Website
- hcdenison.com
- Regulatory AUM
- $310,044,598 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $310,044,598
- Accounts
- 889
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 93 | $188.8 million |
| Individuals (other than high net worth individuals) | 250 | $121.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $310 million | March 23, 2026 |
| December 1, 2025 | $177.3 million | March 14, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vestura, LLC | Hobart | $336.7 million | Not listed | adviserinfo.sec.gov |
| Uniplan Investment Counsel, Inc. | Milwaukee | $330.5 million | Not listed | adviserinfo.sec.gov |
| Sentinel Advisory Group, LLC | Middleton | $320.8 million | Not listed | adviserinfo.sec.gov |
| Duell Financial Strategies | Appleton | $319.2 million | Not listed | adviserinfo.sec.gov |
| 401k Investment Professionals | Waunakee | $311 million | Not listed | adviserinfo.sec.gov |
| Sterling Capital Management Inc | Brookfield | $296.9 million | Not listed | adviserinfo.sec.gov |
| Wisconsin Capital Management, LLC | Madison | $293.6 million | Not listed | adviserinfo.sec.gov |
| Sugar Maple Asset Management, LLC | Sister Bay | $291.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- H. C. Denison Co. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.