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TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC.
CRD 105960 · SEC 801-18140
5910 MINERAL POINT RD, MADISON, WI, 53705, United States
Phone
6082385851
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$39.46B
Discretionary AUM
$36.55B
Team
62 total employees; 41 advisory reps; 106 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; FEE FROM AFFILIATES.
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 331 | $6.48B |
| Insurance companies | 8 | $29.89B |
| Corporations/business entities | 10 | $3.09B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD