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OARSMAN CAPITAL, INC
CRD 109993 · SEC 801-60988
790 NORTH WATER STREET, SUITE 1850, MILWAUKEE, WI, 53202, United States
Phone
414-221-0081
Fax
414-221-0057
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.17B
Discretionary AUM
$1.11B
Team
21 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $120.6M |
| High net worth individuals | 356 | $1.04B |
| Charitable organizations | 6 | $5.1M |
States served
AK, AZ, CA, CO, IL, IA, MN, NE, NC, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD