Oarsman Capital, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated April 29, 2026, reports $1.2B in regulatory assets under management, 21 employee, 1 office, and 2,256 accounts.
Assets Under Management
$1.2B
Employees
21
Offices
1 office
Total Clients
676
Primary office
MILWAUKEE, WI
790 NORTH WATER STREET, SUITE 1850, 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 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
356
2
Individuals
46.4%
314
3
Charitable
0.9%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 29, 2026
Discretionary95.5%
$1.1B
95% of total RAUM95.5%
Non-discretionary4.5%
$53M
5% of total RAUM4.5%
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$1.2B
Total Accounts2,256
10Y AUM Change+$766M (+191.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee32:1
10Y Employee Change+11 (+110.0%)
* 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.