Wisconsin Capital Management, LLC

Overview

Wisconsin Capital Management, LLC is an SEC‑registered registered investment adviser organized as an LLC and operating since 1997. It is classified as an institutional RIA that serves individual and family clients as well as institutional investors. The firm charges fees based on a percentage of assets under management and lists its primary advisory services as financial planning plus portfolio management for individuals, small businesses and investment companies. The firm reports being an active ESG investor. It is not identified as a multi‑state adviser or a pension consultant, and its ownership is listed as a combination of a domestic entity and an individual. The firm is not described as a capital allocator; its model appears focused on discretionary portfolio management and client advisory relationships rather than wholesale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives