Arcataur Capital Management LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 124663
- Registered since
- June 15, 2015
- Website
- www.arcataur.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.11%
- Corporations / Businesses6.43%
- Individuals6.25%
- Charitable Organizations3.39%
- Pension & Profit Sharing Plans1.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arcataur Capital Management LLC is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2015) and manages portfolios for both individuals/families and institutional clients. Its advisory services focus on portfolio management for individuals, small businesses and for businesses or institutions, and the firm charges fees based on a percentage of assets under management. The firm does not identify as an active ESG investor, and it is not classified as a capital allocator, pension consultant, or related adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities12%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds9%
- US Government Bonds5%
Contacts
3 of 8
Scott Turza
Investment AssociateCRD 5793369
Joseph LoCoco
Managing Director, InvestmentsCRD 6683173
Jill Grueninger
Vice President, InvestmentsCRD 1692614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$347M in ETFs
96%
$332M
0%
$14.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $111M | 145,438 | 32.11% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 826 N Plankinton Ave
- Time zone
- CT (UTC-6)
- Office locations
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