Oarsman Capital, Inc
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 109993
- Registered since
- March 15, 2002
- Website
- www.oarsman.net
- 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
FINTRXOverview
Oarsman Capital, Inc. is an independent, SEC-registered investment adviser organized as a corporation and active since 2002. The firm serves both individual and family clients as well as institutional accounts, operating primarily on a percentage-of-AUM fee model. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management for institutions or businesses, and selection of other advisers. Oarsman identifies itself as a capital allocator and does not report active ESG investing or pension consulting as part of its services. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds61%
- Exchange Traded Equities27%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds3%
Owners & executives
1 of 1Randy Heinig
Chief Compliance OfficerCRD 6414206
Contacts
3 of 14
Charles Allison
Senior Wealth AdvisorCRD 5854122
Jaclyn Gruber
Retirement ConsultantCRD 6043967
Derek Pawlak
Portfolio Manager, Research AnalystCRD 2349696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$875M in ETFs
90%
$784M
3%
$91M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $86.3M | 871,502 | 9.86% |
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
- 790 N Water St
- Time zone
- CT (UTC-6)
- Office locations
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