Oarsman Capital, Inc
● SEC registered since 2002CRD 109993SEC# 801-60988Milwaukee, WI
Reg. AUM
$1.17B
Employees
21
Accounts
2,256
Location
Milwaukee, WI
Oarsman Capital, Inc assets under management
Oarsman Capital, Inc is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2002. It reports $1.2 billion in regulatory assets under management and employs 21 people.
Oarsman Capital, Inc owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Family Trust | Shareholder | 5-10% | 2024 |
| Benjamin Jerome Kebbekus Control | Vice President | 10-25% | 2021 |
| Dana Seal Schumacher | Shareholder | 5-10% | 2023 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oarsman Capital, Inc manage?
Oarsman Capital, Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Oarsman Capital, Inc have?
Oarsman Capital, Inc reports 21 employees.
Where is Oarsman Capital, Inc located?
Oarsman Capital, Inc is based in Milwaukee, WI and has been SEC-registered since 2002.
Does Oarsman Capital, Inc disclose fund performance?
Oarsman Capital, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 790 North Water Street, Suite 1850, Milwaukee, WI 53202 |
| Phone | 414-221-0081 |
| Fax | 414-221-0057 |
| Office hours | 8:00 A.M - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1569667 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.17B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $1.11BNon-discretionary $53M