Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management LLC is an SEC-registered mass-market adviser in Milwaukee, WI with $252.3M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Morgan Dempsey Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106288, SEC 801-48064, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $252.3M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Milwaukee, WI
- Employees
- 6
- Clients
- 463
- CRD
- 106288
- Ownership
- DEMPSEY, ROBERT, THOMAS; RAFN, BRIAN, GARY; DION, MARC, JOSEPH; DURHAM, DAVID, WAYNE; MORGAN, KATHLEEN
How much AUM does Morgan Dempsey Capital Management LLC have?
Morgan Dempsey Capital Management LLC reported $252.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Morgan Dempsey Capital Management LLC?
Disclosed owners and executives of Morgan Dempsey Capital Management LLC include DEMPSEY, ROBERT, THOMAS, RAFN, BRIAN, GARY, DION, MARC, JOSEPH, DURHAM, DAVID, WAYNE, MORGAN, KATHLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.