Wisconsin Capital Management, LLC

Wisconsin Capital Management, LLC (CRD# 110394) is a financial advisory firm headquartered in Madison, WI. They manage $222,062,464 in 62 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
8020 Excelsior Drive Ste. 402, Madison, WI 53717
https://www.linkedin.com-plumb funds
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $3,581,653
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")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, NH, WI

Financial Advisors at Wisconsin Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Plumb, financial advisor Madison WI
Thomas G. Plumb
CRD#: 1732830
8020 Excelsior Drive Ste. 402, Madison, WI 53717

Thomas Plumb (CRD# 1732830) is an Investment Advisor Representative working at Wisconsin Capital Management, LLC in Madison, WI and has over 31 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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