Oarsman Capital, Inc

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

95% of AUM

Avg account

$517K

Accounts

2,256

Employees

Advisory reps

Firm details

Headquarters: Milwaukee, Wisconsin
CRD number: 109993
Registered since: March 15, 2002
Website: www.oarsman.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI89.13%
Individuals10.33%
Charitable Organizations0.44%
Pension & Profit Sharing Plans0.06%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oarsman Capital, Inc. is an independent registered investment adviser that has been SEC registered since 2002. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Oarsman identifies itself as a capital allocator and uses third‑party managers as part of its solution mix. The firm does not list ESG investing as an active focus. Oarsman was recognized by FA Magazine as a Top RIA Firm in 2020.