Wisconsin Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated August 31, 2025, reports $257M in regulatory assets under management, 5 employees, and 99 accounts.
Assets Under Management
$257M
Employees
5
Offices
--
Total Clients
78
Primary office
MADISON, WI
8020 EXCELSIOR DRIVE STE. 402, MADISON, WI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
38
2
Individuals
46.2%
36
3
Investment Cos.
2.6%
2
4
Corporations
2.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$257Mas of August 31, 2025
Discretionary100.0%
$257M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$257M
Total Accounts99
10Y AUM Change+$198M (+335.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee16:1
10Y Employee Change+1 (+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.