Oarsman Capital

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

759 N Milwaukee St Ste 605, Milwaukee, W...

Phone Number

(414) 221-0081

Website

www.oarsman.net

Revenue

$5 Million

Industry

Finance Securities Trading

About Oarsman Capital

Oarsman Capital is an independent Registered Investment Advisor (RIA) that specializes in investment management, model portfolios, financial planning, and multigenerational guidance. The firm focuses on providing a personalized client experience, emphasizing a straightforward approach to understanding each client's unique financial circumstances. With a national presence and an average advisor experience of over 20 years, Oarsman Capital serves clients who are navigating significant financial transitions, such as asset sales or inheritances. As a fee-only fiduciary, the company is committed to ensuring financial peace of mind for its clients.Explore more
Oarsman Capital's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Oarsman Capital Org Chart

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DP
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Derek Pawlak

Portfolio Manager & Senior Research Analyst

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Portfolio Manager & Research Analyst

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Partner and Portfolio Manager

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Principal and Portfolio Manager

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Partner, Investment Advisor

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Client Service Operations Specialist

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Client Service Operations Specialist

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Client Service Operations Specialist

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Client Service Operations Specialist

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Compare Similar Companies to Oarsman Capital

Compare insights from companies similar to Oarsman Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oarsman Capital

$5M
11-50
Private
-
2000
DP
Derek PawlakPortfolio Manager & Senior Research Analyst
Woodmont Investment Couns...
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
Core Wealth Management
<$5M
1-10
Private
-
2012
CD
Christina DempseyFounder & CEO
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Oarsman Capital Tech Stack

A closer look at the technologies used by Oarsman Capital

WordPress.org

By

Automattic
PHP

By

PHP
AppRiver

By

AppRiver
Google Font API

By

Google
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Frequently Asked Questions Regarding Oarsman Capital

What is Oarsman Capital's official website?
Oarsman Capital's official website is www.oarsman.net What is Oarsman Capital's Revenue?
Oarsman Capital's revenue is $5 Million What is Oarsman Capital's SIC code?
Oarsman Capital's SIC: 62,628 What is Oarsman Capital's NAICS code?
Oarsman Capital's NAICS: 52,523 How many employees does Oarsman Capital have?
Oarsman Capital has 11-50 employees What industry does Oarsman Capital belong to?
Oarsman Capital is in the industry of: Finance, Securities Trading What is Oarsman Capital competition?
Oarsman Capital top competitors include: Core Wealth Management, Woodmont Investment Counsel What technology does Oarsman Capital use?
Some of the popular technologies that Oarsman Capital uses are: WordPress.org, PHP, AppRiver, Google Font API How do I contact Oarsman Capital?
Oarsman Capital contact info: Phone number: (414) 221-0081 Website: www.oarsman.net What does Oarsman Capital do?

Oarsman Capital is an independent Registered Investment Advisor (RIA) that specializes in investment management, model portfolios, financial planning, and multigenerational guidance. The firm focuses on providing a personalized client experience, emphasizing a straightforward approach to understanding each client's unique financial circumstances. W... ith a national presence and an average advisor experience of over 20 years, Oarsman Capital serves clients who are navigating significant financial transitions, such as asset sales or inheritances. As a fee-only fiduciary, the company is committed to ensuring financial peace of mind for its clients.Read More

 What are Oarsman Capital social media links?
Oarsman Capital Linkedin page Is Oarsman Capital a public company?
Oarsman Capital is private company therefore does not currently have an official ticker symbol
See more information about Oarsman Capital

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