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TRUSTAGE INVESTMENT MANAGEMENT
Legal name: MEMBERS CAPITAL ADVISORS, INC.
CRD 105960File 801-18140
APPROVED
Custody
Disclosure events
Filing as of Sep 9, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 63 | 62 | decreased by1 |
| Apr 1, 2026 | Clients | 363 | 349 | decreased by14 |
| Apr 1, 2026 | AUM | $37,252,230,000 | $39,459,580,809 | increased by$2,207,350,809 |
| Apr 1, 2026 | Accounts | 363 | 349 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 63 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 363 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $36,699,593,000 | $37,252,230,000 | increased by$552,637,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 350 | 363 | increased by13 |
| Apr 1, 2022 | Employees | 45 | 57 | increased by12 |
| Apr 1, 2022 | Clients | 353 | 358 | increased by5 |
| Apr 1, 2022 | AUM | $27,680,136,000 | $36,699,593,000 | increased by$9,019,457,000 |
| Apr 1, 2022 | Accounts | 353 | 350 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUSTAGE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUSTAGE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.