Morgan Dempsey Capital Management LLC

Morgan Dempsey Capital Management LLC (CRD# 106288) is a financial advisory firm headquartered in Menomonee Falls, WI. They manage $275,335,117 in 199 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $1,383,594
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, IL, IN, MA, MI, MN, NY, PA, TX, WI

Financial Advisors at Morgan Dempsey Capital Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Marc J. Dion
CRD#: 1770462
111 Heritage Reserve Suite 200, Menomonee Falls, WI 53051
96
Wealthminder
score

Marc Dion (CRD# 1770462) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 24 years of experience in the finance industry.

2
David W. Durham
CRD#: 3095088
309 N. Water St., Milwaukee, WI 53202
93
Wealthminder
score

David Durham (CRD# 3095088) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Milwaukee, WI and has over 18 years of experience in the finance industry.

3
Maury E. McCoy
CRD#: 4916368
12109 Carlsbad Dr.., Austin, TX 78738
93
Wealthminder
score

Maury McCoy (CRD# 4916368) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Austin, TX and has over 11 years of experience in the finance industry.

4
Brian G. Rafn
CRD#: 1541427
111 Heritage Reserve Suite 200, Menomonee Falls, WI 53051
93
Wealthminder
score

Brian Rafn (CRD# 1541427) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 30 years of experience in the finance industry.

5
John J. Solecki
CRD#: 1298568
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051
93
Wealthminder
score

John Solecki (CRD# 1298568) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 31 years of experience in the finance industry.

6
Ryan F. Hamilton
CRD#: 6163201
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051
90
Wealthminder
score

Ryan Hamilton (CRD# 6163201) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 3 years of experience in the finance industry.

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