WISCONSIN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- MADISON, Wisconsin
- CRD number
- 110394
- Registered since
- January 29, 1997
- Website
- www.wiscap.com
- Custodians
- CHARLES SCHWAB & CO., INC., SVA TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.23%
- Investment Companies35.7%
- Corporations / Businesses17.14%
- Individuals2.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Wisconsin Capital Management, LLC is an independent SEC-registered investment adviser organized as an LLC and active since 1997. The firm serves both individual/family and institutional clients, charging fees calculated as a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and investment companies. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds21%
- Investment Grade Corp Bonds11%
Owners & executives
1 of 1BONNIE ROMANI
Chief Compliance OfficerCRD 2884417
Contacts
2 of 2THOMAS PLUMB
PresidentCRD 1732830
NATHAN PLUMB
Portfolio ManagerCRD 4598158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$6.6M in ETFs
100%
$6.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $2.5M | 25,148 | 38.35% |
Location
MADISON, WI
DANE
Location
MADISON, WI
Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 8020 Excelsior Dr
- Time zone
- CT (UTC-6)
- Office locations
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