RIA Intel›Advisers›Wisconsin›MEMBERS CAPITAL ADVISORS, INC.

MEMBERS CAPITAL ADVISORS, INC.

Advisory

N·MADISON, WI

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$39.5B
1-Year AUM Growth
+10.7%
3-Year CAGR
+8.5%
Employees
41
Assets Under Management
Total AUM$39.5B
Discretionary AUM$36.6B
Non-Discretionary AUM$2.9B
Discretionary %92.6%
Total Clients363
Team
Total Employees41
Investment Advisers62
Employee Growth (1Y)+2.4%
Filing History
Total Filings on Record55
First FilingJan 30, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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