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 registered investment adviser that has been SEC-registered since 2002. The firm operates as a domestic corporation with individual ownership and describes itself as a capital allocator that serves both wealthy individuals/families and institutional clients. Its fee model is a percentage of assets under management and its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of outside managers. Oarsman does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant. The firm was listed among FA Magazine’s Top RIA Firms 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 14DEREK PAWLAK
Portfolio ManagerCRD 2349696
Jacob Sheaf
Wealth AdvisorCRD 6978304
Joshua Bruckert
Investment AdvisorCRD 7936352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$725M in ETFs
91%
$659M
3%
$66M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $90.9M | 915,513 | 12.54% |
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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