Morgan Dempsey Capital Management LLC

Morgan Dempsey Capital Management LLC (CRD# 106288) is a financial advisory firm headquartered in Menomonee Falls, WI. They manage $345,754,439 in 705 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051
https://www.morgandempsey.com
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $490,432
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OR, PA, TX, UT, VA, WA, WI

Financial Advisors at Morgan Dempsey Capital Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Marc Dion, financial advisor Menomonee Falls WI
Marc J. Dion
CRD#: 1770462
111 Heritage Reserve Suite 200, Menomonee Falls, WI 53051

Marc Dion (CRD# 1770462) 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.

2
Ryan Hamilton, financial advisor Menomonee Falls WI
Ryan F. Hamilton
CRD#: 6163201
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051

Ryan Hamilton (CRD# 6163201) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 11 years of experience in the finance industry.

3
Dave Isaacson, financial advisor Menomonee Falls WI
Dave A. Isaacson
CRD#: 2343751
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051

Dave Isaacson (CRD# 2343751) 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.

4
Joshua Peters, financial advisor Menomonee Falls WI
Joshua J. Peters
CRD#: 3070720
111 Heritage Reserve, Suite 200, Menomonee Falls, WI 53051

Joshua Peters (CRD# 3070720) is an Investment Advisor Representative working at Morgan Dempsey Capital Management LLC in Menomonee Falls, WI and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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