Morgan Dempsey Capital Management LLC
● SEC registered since 1994CRD 106288SEC# 801-48064Milwaukee, WI
Reg. AUM
$252.3M
Employees
6
Accounts
464
Location
Milwaukee, WI
Morgan Dempsey Capital Management LLC assets under management
Morgan Dempsey Capital Management LLC is an SEC-registered investment adviser based in Milwaukee, WI. The firm has been registered since 1994. It reports $252.3 million in regulatory assets under management and employs 6 people.
Morgan Dempsey Capital Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Durham Control | Principal And Chief Compliance Officer | Under 5% | 2010 |
| Marc Joseph Dion Control | Principal | Under 5% | 2006 |
| Mdcm Holdings, LLC Control | Owner | Over 75% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Morgan Dempsey Capital Management LLC manage?
Morgan Dempsey Capital Management LLC reports $252.3 million in regulatory assets under management on its Form ADV.
How many employees does Morgan Dempsey Capital Management LLC have?
Morgan Dempsey Capital Management LLC reports 6 employees.
Where is Morgan Dempsey Capital Management LLC located?
Morgan Dempsey Capital Management LLC is based in Milwaukee, WI and has been SEC-registered since 1994.
Does Morgan Dempsey Capital Management LLC disclose fund performance?
Morgan Dempsey Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10850 W. Park Place, Suite 470, Milwaukee, WI 53224 |
| Phone | 414-319-1080 |
| Fax | 414-928-8701 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1050463 |
| Discloses disciplinary history | No |
Regulatory AUM
$252.3M▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$252.3Mregulatory AUM
Discretionary $251.7MNon-discretionary $508K