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MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288 · SEC 801-48064
10850 W. PARK PLACE, SUITE 470, MILWAUKEE, WI, 53224, United States
Phone
414-319-1080
Fax
414-928-8701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$252.3M
Discretionary AUM
$251.7M
Team
6 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO UMA PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 454 | $213.7M |
| Investment companies | 1 | $34.3M |
| Charitable organizations | 1 | $1.3M |
| Corporations/business entities | 8 | $3.0M |
States served
AZ, CA, CO, IL, LA, MD, MA, MN, NV, NJ, NM, NY, NC, OR, VA, WI, VI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD