Isthmus Partners, LLC
Madison, WI·SEC-registered · CRD #171279
Isthmus Partners, LLC is an SEC-registered investment advisory firm in Madison, WI managing $1.4B across 2.3k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
2.3k
Advisory staff
8
Fee model
Fee-based
How Isthmus Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Isthmus Partners, LLC
How much does Isthmus Partners, LLC manage?
Per its most recent SEC Form ADV filing (01/23/2026), Isthmus Partners, LLC reports $1.4B in regulatory assets under management across roughly 2.3k client accounts.
How does Isthmus Partners, LLC charge?
Isthmus Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Isthmus Partners, LLC a fiduciary?
Yes. Isthmus Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #171279), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Isthmus Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Isthmus Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Madison, WI
Profile compiled from Isthmus Partners, LLC's public SEC Form ADV filing (CRD #171279, filed 01/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Isthmus Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Isthmus Partners, LLC? Claim this profile.