Oarsman Capital, INC
Milwaukee, WI·SEC-registered · CRD #109993
Oarsman Capital, INC is an SEC-registered investment advisory firm in Milwaukee, WI managing $1.2B across 2.6k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.6k
Advisory staff
13
Fee model
Fee-only
How Oarsman Capital, INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Oarsman Capital, INC
How much does Oarsman Capital, INC manage?
Per its most recent SEC Form ADV filing (05/22/2026), Oarsman Capital, INC reports $1.2B in regulatory assets under management across roughly 2.6k client accounts.
How does Oarsman Capital, INC charge?
Oarsman Capital, INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oarsman Capital, INC a fiduciary?
Yes. Oarsman Capital, INC is registered with the U.S. Securities and Exchange Commission (CRD #109993), 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 Oarsman Capital, INC 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 Oarsman Capital, INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Milwaukee, WI
Profile compiled from Oarsman Capital, INC's public SEC Form ADV filing (CRD #109993, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oarsman Capital, INC. 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 Oarsman Capital, INC? Claim this profile.