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TRUSTAGE INVESTMENT MANAGEMENT
Legal name: MEMBERS CAPITAL ADVISORS, INC.
CRD 105960File 801-18140
APPROVED
Custody
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$39.46B
Top 10% of cohort (national)
Discretionary AUM
$36.55B
Non-discretionary $2.91B
Clients
349
349 accounts
Employees
62
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 1983
- Principal office
- 5910 MINERAL POINT RD, MADISON, WI, 53705
- Phone
- 6082385851
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $39.46B
- Discretionary AUM
- $36.55B
- Non-discretionary AUM
- $2.91B
- Discretionary accounts
- 243
- Non-discretionary accounts
- 106
- Total accounts
- 349
- AUM per client
- $113.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $3.09B |
| Insurance companies | 8 | $29.89B |
| Pension and profit sharing plans | 331 | $6.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEE FROM AFFILIATES.
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.