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

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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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 MediaPopular Searchesoarsman capital IncOarsman CapitalNackers & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Oarsman Capital Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oarsman Capital

$5M
11-50
Private
-
2000
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
DS
Darren SchneckFinancial Advisor
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Oarsman Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oarsman Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oarsman Capital.

Oarsman Capital Tech Stack

A closer look at the technologies used by Oarsman Capital

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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: Stockade Wealth Management, Journey Capital Advisers, Cornerstone Asset Management Services, Core Wealth Management
What technology does Oarsman Capital use?
Some of the popular technologies that Oarsman Capital uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
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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