RIA Intel›Advisers›Wisconsin›OARSMAN CAPITAL, INC

OARSMAN CAPITAL, INC

Advisory

N·MILWAUKEE, WI

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$927M

1-Year AUM Growth

+59.8%

3-Year CAGR

+15.3%

Employees

13

Assets Under Management

Total AUM$927M

Discretionary AUM$869M

Non-Discretionary AUM$58M

Discretionary %93.7%

Total Clients655

Team

Total Employees13

Investment Advisers21

Employee Growth (1Y)+11.1%

Filing History

Total Filings on Record53

First FilingMar 4, 2002

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 53 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OARSMAN CAPITAL, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.