← Directory
WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394File 801-53829
APPROVED
Retail clients
Disclosure events
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$293.6M
Below cohort median (national)
Discretionary AUM
$293.6M
Clients
74
125 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.wiscap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $293.6M
- Discretionary AUM
- $293.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 125
- Non-discretionary accounts
- 0
- Total accounts
- 125
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $23.8M |
| Investment companies | 2 | $100.9M |
| Charitable organizations | 1 | $14.9M |
| High net worth individuals | 29 | $145.5M |
| Individuals (other than high net worth individuals) | 39 | $8.6M |
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 | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Clients | 78 | 74 | decreased by4 |
| Aug 29, 2026 | AUM | $256,585,053 | $293,636,953 | increased by$37,051,900 |
| Aug 29, 2026 | Accounts | 99 | 125 | increased by26 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 5 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 64 | 78 | increased by14 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $265,877,858 | $256,585,053 | decreased by$9,292,805 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 80 | 99 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 64 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $213,785,045 | $265,877,858 | increased by$52,092,813 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 66 | 80 | increased by14 |
| Sep 1, 2022 | Clients | 29 | 39 | increased by10 |
| Sep 1, 2022 | AUM | $340,822,929 | $213,785,045 | decreased by$127,037,884 |
| Sep 1, 2022 | Accounts | 59 | 66 | increased by7 |
| Sep 1, 2021 | Clients | 33 | 29 | decreased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WISCONSIN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WISCONSIN 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.