OARSMAN CAPITAL, INC

759 North Milwaukee Street
Suite 605
Milwaukee, Wisconsin 53202
Tel: 414-221-0081

About OARSMAN CAPITAL, INC

OARSMAN CAPITAL, INC, formally registered with the SEC as OARSMAN CAPITAL, INC. The firm was established in 03/15/2002. They have over 2 offices throughout the country.

OARSMAN CAPITAL, INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $703,305,206 assets under management, offering retirement planning & investment advisory services to 1628 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109993
SEC#	801-60988
Assets Managed by Firm	$703,305,206
No. of Clients	1628
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1628	$703,305,206
Individuals (other than high net worth individuals)	281	$91,782,758
High net worth individuals	271	$603,810,712
Pension and profit sharing plans	Fewer than 5 clients	$578,605
Charitable organizations	6	$6,454,858
Corporations or other businesses	Fewer than 5 clients	$678,273

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