Arcataur 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 11, 2026, reports $470M in regulatory assets under management, 9 employees, and 766 accounts.
Assets Under Management
$470M
Employees
9
Offices
--
Total Clients
244
Primary office
MILWAUKEE, WI
826 NORTH PLANKINTON AVENUE, SUITE 300, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.8% of total clients.
Top client categories% of clientsClients
1
HNWI
57.8%
141
2
Individuals
39.8%
97
3
Pension Plans
0.8%
2
4
Charitable
0.8%
2
5
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$470Mas of March 11, 2026
Discretionary100.0%
$470M
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$470M
Total Accounts766
10Y AUM Change+$333M (+243.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee27:1
10Y Employee Change+3 (+50.0%)
* 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.