Arcataur Capital Management LLC
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 124663
- Registered since
- June 15, 2015
- Website
- www.arcataur.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.11%
- Corporations / Businesses6.43%
- Individuals6.25%
- Charitable Organizations3.39%
- Pension & Profit Sharing Plans1.82%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arcataur Capital Management LLC is an independent, SEC‑registered registered investment adviser formed in 2015 and organized as an LLC. The firm is owner‑managed and serves both individual/family clients and institutional/business clients, charging advisory fees as a percentage of assets under management. Its stated advisory activities focus on discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. Arcataur does not identify itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities12%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds9%
- US Government Bonds5%
Contacts
3 of 8
Scott Turza
Investment AssociateCRD 5793369
Jill Grueninger
Vice President, InvestmentsCRD 1692614
Martin Moser
Vice PresidentCRD 2659376
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$347M in ETFs
96%
$333M
0%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $109M | 146,111 | 31.54% |
Location
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 826 N Plankinton Ave
- Time zone
- CT (UTC-6)
- Office locations
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