Oarsman Capital, Inc

RIASEC RegisteredEst. 2002
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
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

FINTRX

Overview

Oarsman Capital, Inc. is an independent, SEC-registered registered investment adviser that has been operating since 2002. The firm acts as a capital allocator for both individuals and families as well as institutional clients, charging fees tied to assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. The firm does not position itself as an ESG investor. Oarsman received recognition in FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

1 of 1

  • Randy Heinig

    Chief Compliance OfficerCRD 6414206

Contacts

3 of 14
  • Derek Pawlak

    Derek Pawlak

    Portfolio ManagerCRD 2349696

  • Jacob Sheaf

    Jacob Sheaf

    Wealth AdvisorCRD 6978304

  • Joshua Bruckert

    Joshua Bruckert

    Investment AdvisorCRD 7936352

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$875M in ETFs

Passive

90%

$784M

Active

3%

$91M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$86.3M871,5029.86%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth