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OARSMAN CAPITAL, INC
CRD 109993File 801-60988
APPROVED
Retail clients
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.17B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $53.0M
Clients
676
2,256 accounts
Employees
21
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 15, 2002
- Principal office
- 790 NORTH WATER STREET, SUITE 1850, MILWAUKEE, WI, 53202
- Phone
- 414-221-0081
- Website
- http://www.oarsman.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.17B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $53.0M
- Discretionary accounts
- 1,925
- Non-discretionary accounts
- 331
- Total accounts
- 2,256
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $451K |
| Charitable organizations | 6 | $5.1M |
| High net worth individuals | 356 | $1.04B |
| Pension and profit sharing plans | Fewer than 5 | $716K |
| Individuals (other than high net worth individuals) | 314 | $120.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 655 | 676 | increased by21 |
| Apr 1, 2026 | AUM | $926,809,806 | $1,166,995,377 | increased by$240,185,571 |
| Apr 1, 2026 | Accounts | 1,872 | 2,256 | increased by384 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 21 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 473 | 655 | increased by182 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $469,041,009 | $926,809,806 | increased by$457,768,797 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,413 | 1,872 | increased by459 |
| Apr 1, 2022 | Clients | 477 | 473 | decreased by4 |
| Apr 1, 2022 | AUM | $435,570,258 | $469,041,009 | increased by$33,470,751 |
| Apr 1, 2022 | Accounts | 1,356 | 1,413 | increased by57 |
| 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 “OARSMAN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OARSMAN CAPITAL” 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.