|
⚲
|
| Wisconsin Capital Management LLC
✚
|
|
|---|---|
| CRD # | 110394 |
| SEC # | 801-53829 |
| CIK # | 0000926833 |
| AUM | $256.6 M (2025-08-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 608-960-4616 |
| Address | 8020 Excelsior Drive Ste 402 Madison, WI 53717 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.8 | ||
| Alphabet Inc | 14.3 | ||
| Apple Inc | 9.5 | ||
| Microsoft Corp | 8.8 | ||
| Visa Inc | 8.1 | ||
| Mastercard Inc | 8.1 | ||
| VSE Corp | 7.7 | ||
| AAR Corp | 7.7 | ||
| Modine Manufacturing Co | 7.5 | ||
| Amazon Com Inc | 7.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 0.0 |
| (b) Individuals (high net worth individuals) | 38 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 0.3 |
| By Discretionary | ||
| Discretionary | 99 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 99 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 99 | 0.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000926833] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
W&S Brokerage Services Inc
✚
|
OH | 0.3 |
|
New Millennium Group LLC
✚
|
UT | 0.3 |
|
Texas Family Wealth LLC
✚
|
TX | 0.3 |
|
Prospect Hill Management LLC
✚
|
0.3 | |
|
6th Street Advisors LLC
✚
|
AL | 0.3 |
|
Delarme Wealth Management Inc
✚
|
CA | 0.3 |
|
Estate & Trust Advisors Inc
✚
|
IL | 0.3 |
|
Argo Wealth Advisory LLC
✚
|
VA | 0.3 |
|
Richardson Financial Services Inc
✚
|
MA | 0.3 |
|
Sonoma West LLC
✚
|
0.3 |