Wisconsin Capital Management, LLC
Wisconsin Capital Management, LLC is an SEC-registered ria in Madison, WI with $256.6M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Wisconsin Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110394, SEC 801-53829, data through 2025-08-31.
- AUM (assets under management / regulatory AUM)
- $256.6M (2025-08-31)
- Firm type
- Ria
- Location
- Madison, WI
- Employees
- 5
- Clients
- 62
- CRD
- 110394
- Ownership
- PLUMB, THOMAS; PLUMB, THOMAS, GERALD; OBRIEN, TIMOTHY, ROCK; OPPERMAN, CLINT; DUCHOW, DAVID, BRUCE
How much AUM does Wisconsin Capital Management, LLC have?
Wisconsin Capital Management, LLC reported $256.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-08-31).
Who owns Wisconsin Capital Management, LLC?
Disclosed owners and executives of Wisconsin Capital Management, LLC include PLUMB, THOMAS, PLUMB, THOMAS, GERALD, OBRIEN, TIMOTHY, ROCK, OPPERMAN, CLINT, DUCHOW, DAVID, BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.