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Oarsman Capital, Inc.

Headquartered in MILWAUKEE, WI

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Firm Information

Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

OARSMAN CAPITAL, INC. has a total of 2 branch locations across the country.
location

MILWAUKEE, WI

location

WAUKESHA, WI

Advisors at Oarsman Capital, Inc.

View All 11 Advisors
Unclaimed
Shaun Quirk

CFP®, RA

WAUKESHA, WI

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Peter Scott Lautmann

RA

MILWAUKEE, WI

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Robert Wylie Phelps

RA

MILWAUKEE, WI

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Unclaimed
Tyler Steven Skutnik

RA

MILWAUKEE, WI

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Unclaimed
Eric James Suttmiller

RA

MILWAUKEE, WI

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Unclaimed
Kurt Mihelich

RA

MILWAUKEE, WI

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Unclaimed
Derek Joseph Pawlak

RA

MILWAUKEE, WI

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Unclaimed
Charles Allard Allison

CFP®, CFC®, RA

MILWAUKEE, WI

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Disclosures

There are no public disclosures for Oarsman Capital, Inc..

Frequently Asked Questions (8)

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