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Oarsman Capital Inc

EST. AUM
$1,166,995,377

CONTACTS
5

CLIENT ACCOUNTS
2,256

Firm Details

Metro area Milwaukee
CRD Number 109993
Website oarsman.net
Client types

Overview

Oarsman Capital is an independent, fee-only Registered Investment Advisor (RIA) founded in 2000 and headquartered in Wisconsin. The firm offers personalized wealth management services to clients nationwide, emphasizing a straightforward, relationship-driven approach. Oarsman Capital's services include customized investment management, comprehensive financial planning, and specialized guidance for airline pilots and multigenerational wealth planning. They also offer their proprietary Oarsman Blueprint® Model Portfolios. The firm is employee-owned, and its advisors average over 20 years of experience.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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