Morgan Dempsey Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 6, 2026, reports $252M in regulatory assets under management, 6 employees, and 464 accounts.
Assets Under Management
$252M
Employees
6
Offices
--
Total Clients
464
Primary office
MILWAUKEE, WI
10850 W. PARK PLACE, SUITE 470, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.8% of total clients.
Top client categories% of clientsClients
1
HNWI
97.8%
454
2
Corporations
1.7%
8
3
Investment Cos.
0.2%
1
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$252Mas of March 6, 2026
Discretionary99.8%
$252M
100% of total RAUM99.8%
Non-discretionary0.2%
$508K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$252M
Total Accounts464
10Y AUM Change$-126M (-33.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee77:1
10Y Employee Change-2 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.