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WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394File 801-53829
APPROVED
Retail clients
Disclosure events
Filing as of Aug 31, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$256.6M
Below cohort median (national)
Discretionary AUM
$256.6M
Clients
78
99 accounts
Employees
5
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 29, 1997
- Principal office
- 8020 EXCELSIOR DRIVE STE. 402, MADISON, WI, 53717
- Phone
- 608-960-4616
- Website
- https://www.plumbfunds.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $256.6M
- Discretionary AUM
- $256.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 99
- Non-discretionary accounts
- 0
- Total accounts
- 99
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $44.0M |
| Investment companies | 2 | $91.6M |
| High net worth individuals | 38 | $113.5M |
| Individuals (other than high net worth individuals) | 36 | $7.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for individuals and/or small 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
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.