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| Happy Holidays!! thanks for using AUM13F!! |
| Morgan Dempsey Capital Management LLC
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| CRD # | 106288 |
| SEC # | 801-48064 |
| CIK # | 0001050463 |
| AUM | $286.6 M (2025-06-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 414-319-1080 |
| Address | 10850 W Park Place Milwaukee, WI 53224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AT&T Inc | 10.7 | ||
| Citigroup Inc | 10.2 | ||
| Cisco Systems Inc | 9.0 | ||
| Wisconsin Energy Corp | 8.4 | ||
| Exxon Mobil Corp | 8.3 | ||
| International Business Machines Corp | 8.0 | ||
| Entergy Corp /DE/ | 7.8 | ||
| Wells Fargo & Co/MN | 7.4 | ||
| Coca Cola Co | 7.3 | ||
| Cummins Inc | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 547 | 243.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 20.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 286.6 |
| By Discretionary | ||
| Discretionary | 560 | 286.1 |
| Non-Discretionary | 3 | 0.5 |
| Total | 563 | 286.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.6 | |
| Total | 563 | 286.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001050463] | |
| SC 13D | [0001050463] | |
| SC 13G | [0001050463] |
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|---|---|---|
|
M E Allison & Co Inc
✚
|
TX | 0.3 |
|
EPIQ Partners LLC
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MN | 0.3 |
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Shum Financial Group Inc
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CA | 0.3 |
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Phillips Wealth Planners LLC
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MS | 0.3 |
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Vista Investment Management LLC
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PA | 0.3 |
|
Intrack Investment Management Inc
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VT | 0.3 |
|
Rockingstone Advisors LLC
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|
MA | 0.3 |
|
Hewell Financial Group Inc
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|
0.3 | |
|
Leigh Baldwin & Co LLC
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|
NY | 0.3 |
|
Bernzott Capital Advisors
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|
CA | 0.3 |