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COLLAR CAPITAL MANAGEMENT, LLC
CRD 152325File 801-130159
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.3M
Bottom 25% of cohort (national)
Discretionary AUM
$166.3M
Non-discretionary $9.9M
Clients
125
297 accounts
Employees
3
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 30, 2024
- Principal office
- 100 WEST LAWRENCE ST., SUITE 418, APPLETON, WI, 54911
- Phone
- 920-830-1556
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.3M
- Discretionary AUM
- $166.3M
- Non-discretionary AUM
- $9.9M
- Discretionary accounts
- 295
- Non-discretionary accounts
- 2
- Total accounts
- 297
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 50 | $143.7M |
| Pension and profit sharing plans | Fewer than 5 | $9.9M |
| Individuals (other than high net worth individuals) | 73 | $22.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.