Data / Investment advisers / Wisconsin / Oarsman Capital, Inc
Oarsman Capital, Inc, Milwaukee, WI: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oarsman Capital, Inc is an SEC registered investment adviser with its main office in Milwaukee, Wisconsin and reports $1.2 billion in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Oarsman Capital, Inc (CRD number 109993): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109993
- SEC file number
- 801-60988
- SEC status
- Approved, effective March 15, 2002
- Main office
- 790 North Water Street Suite 1850, Milwaukee, WI 53202
- Phone
- (414) 221-0081
- Regulatory AUM
- $1,166,995,377 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $1,114,027,602
- Non discretionary AUM
- $52,967,775
- Accounts
- 2,256
- Employees
- 21, of which 13 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 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 | 356 | $1.04 billion |
| Individuals (other than high net worth individuals) | 314 | $120.6 million |
| Charitable organizations | 6 | $5.1 million |
| Pension and profit sharing plans | Fewer than 5 | $715,916 |
| Corporations or other businesses | Fewer than 5 | $451,396 |
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 | $1.17 billion | March 20, 2026 |
| December 1, 2025 | $926.8 million | November 25, 2025 |
Other advisers in Milwaukee
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| KLCM Advisors, Inc. | Milwaukee | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Diversified Management Inc | Milwaukee | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Skylands Capital, LLC | Milwaukee | $746.5 million | 4 | adviserinfo.sec.gov |
| Baird Capital Management Company, LLC | Milwaukee | $737.9 million | 11 | adviserinfo.sec.gov |
| Alpha Investment Consulting Group, LLC | Milwaukee | $713.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Milwaukee, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Oarsman Capital, Inc on the SEC's adviser search
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.