APPLETON, WICRD 152325Latest ADV February 13, 2026
Collar Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated February 13, 2026, reports $176M in regulatory assets under management, 3 employees, 2 offices, and 297 accounts.
Assets Under Management
$176M
Employees
3
Offices
2 offices
Total Clients
125
Primary office
APPLETON, WI
100 WEST LAWRENCE ST., SUITE 418, APPLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.4% of total clients.
Top client categories% of clientsClients
1
Individuals
58.4%
73
2
HNWI
40.0%
50
3
Pension Plans
1.6%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of February 13, 2026
Discretionary94.4%
$166M
94% of total RAUM94.4%
Non-discretionary5.6%
$10M
6% of total RAUM5.6%
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.
Total AUM$176M
Total Accounts297
10Y AUM Change+$63M (+55.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change+1 (+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.