RIA IntelAdvisersWisconsin2ND MARKET CAPITAL ADVISORY CORP.

2ND MARKET CAPITAL ADVISORY CORP.

Advisory

MADISON, WI

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in WI
#323
of 354 advisers by AUM
Average account
$1M
across 37 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$47M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$47M
Discretionary AUM$47M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN, TX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

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A TO Z FINANCIAL PLANNING LLC
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