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| Morgan Dempsey Capital Management LLC
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|---|---|
| CRD # | 106288 |
| SEC # | 801-48064 |
| CIK # | 0001050463 |
| AUM | 252.3 M (2026-03-06) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-319-1080 |
| Address | 10850 W Park Place Milwaukee, WI 53224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001050463 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Citigroup Inc | 9.2 | ||
| AT&T Inc | 8.3 | ||
| Entergy Corp /DE/ | 8.2 | ||
| Cisco Systems Inc | 7.8 | ||
| Chevron Corp | 7.8 | ||
| Wisconsin Energy Corp | 7.3 | ||
| Lockheed Martin Corp | 7.1 | ||
| Johnson & Johnson | 7.0 | ||
| Cummins Inc | 6.5 | ||
| CME Group Inc | 6.5 | ||
| Pembina Pipeline Corp | 6.4 | ||
| General Dynamics Corp | 6.2 | ||
| Oneok Inc /New/ | 6.1 | ||
| Coca Cola Co | 6.0 | ||
| Verizon Communications Inc | 5.9 | ||
| Wells Fargo & Co/MN | 5.8 | ||
| Duke Energy Corp | 5.3 | ||
| Merck & Co Inc | 5.3 | ||
| Medtronic Holdings Ltd | 5.2 | ||
| International Business Machines Corp | 5.1 | ||
| Rio Tinto PLC | 5.0 | ||
| Northeast Utilities | 5.0 | ||
| Southern Co | 4.9 | ||
| Philip Morris International Inc | 4.9 | ||
| United Parcel Service Inc | 4.9 | ||
| McDonalds Corp | 4.5 | ||
| Prudential Financial Inc | 4.4 | ||
| PepsiCo Inc | 4.3 | ||
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| 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) | 454 | 213.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 34.3 |
| (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 | 1 | 1.3 |
| (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 | 8 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 252.3 |
| By Discretionary | ||
| Discretionary | 462 | 251.7 |
| Non-Discretionary | 2 | 0.5 |
| Total | 464 | 252.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.3 | |
| Total | 464 | 252.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001050463] | |
| SC 13D | [0001050463] | |
| SC 13G | [0001050463] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aurora Investment Counsel
✚
|
GA | 252.7 M |
|
Treasure Investment Management LLC
✚
|
AZ | 252.7 M |
|
GHE LLC
✚
|
TN | 252.6 M |
|
Lee Kelleher & Klein Wealth Management LLC
✚
|
252.4 M | |
|
The Abbit Management Corp
✚
|
MI | 252.3 M |
|
Winters Financial Group Inc
✚
|
CA | 252.3 M |
|
QCA Capital Management Inc
✚
|
CA | 252.2 M |
|
DB & C Advisors LLC
✚
|
MI | 252.2 M |
|
Principled Wealth Advisors LLC
✚
|
KY | 252.1 M |
|
Fischer Investment Strategies LLC
✚
|
CA | 251.9 M |