Oarsman Capital, Inc

RIASEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
95% of AUM
Avg account
$517K
Accounts
2,256
Employees
21
Advisory reps
15

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
109993
Registered since
March 15, 2002
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI89.13%
  • Individuals10.33%
  • Charitable Organizations0.44%
  • Pension & Profit Sharing Plans0.06%
  • Corporations / Businesses0.04%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oarsman Capital, Inc. is an independent registered investment adviser that has been SEC registered since 2002. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Oarsman identifies itself as a capital allocator and uses third‑party managers as part of its solution mix. The firm does not list ESG investing as an active focus. Oarsman was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 27%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 3%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • US Government Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 102

Active vs passive

$941M in ETFs

Passive

89%

$835M

Active

2%

$106M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$87.1M921,4119.25%

Location

Primary office

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
790 N Water St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth