THE MILWAUKEE COMPANY

Legal name: ESTATE COUNSELORS, LLC

CRD 123452File 801-62584

APPROVED

Retail clients

Filing as of Sep 18, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.35B

Above cohort median (national)

Discretionary AUM

$1.35B

Clients

319 accounts

Employees

Top 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 29, 2004
Principal office: 414 N. MAIN STREET, THIENSVILLE, WI, 53092
Phone: 262-238-6980
Website: HTTP://WWW.THEMILWAUKEECOMPANY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.35B
Discretionary AUM: $1.35B
Non-discretionary AUM: $0
Discretionary accounts: 319
Non-discretionary accounts: 0
Total accounts: 319
AUM per client: $24.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	17	$126.7M
Investment companies	2	$730.2M
High net worth individuals	29	$484.5M
Individuals (other than high net worth individuals)	8	$4.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	58	56	decreased by2
Apr 1, 2026	AUM	$1,135,716,819	$1,345,777,922	increased by$210,061,103
Apr 1, 2026	Accounts	318	319	increased by1
May 1, 2025 vs Oct 1, 2022	Employees	6	7	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	47	58	increased by11
May 1, 2025 vs Oct 1, 2022	AUM	$1,046,632,034	$1,135,716,819	increased by$89,084,785
May 1, 2025 vs Oct 1, 2022	Accounts	208	318	increased by110
Apr 1, 2022	Employees	5	6	increased by1
Apr 1, 2022	Custody	No	Yes
Apr 1, 2022	Clients	41	47	increased by6
Apr 1, 2022	AUM	$931,606,650	$1,046,632,034	increased by$115,025,384
Apr 1, 2022	Accounts	137	208	increased by71
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 “MILWAUKEE COMPANY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MILWAUKEE COMPANY” 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.