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They include 356 high-net-worth individuals, 314 individual clients and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oarsman Capital offer?","answer":"Oarsman Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Oarsman Capital charge?","answer":"Oarsman Capital charges 0.50%–1.00% a year for its Investment Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A - SEPTEMBER 2026 UPDATE, filed 8 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Oarsman Capital use?","answer":"Oarsman Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $923M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oarsman Capital have?","answer":"Oarsman Capital has 13 investment adviser representatives registered with state securities authorities, out of 21 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oarsman Capital invest in?","answer":"At the end of its last fiscal year, Oarsman Capital’s separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 6% cash and equivalents, 4% state and local bonds, 3% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oarsman Capital?","answer":"Oarsman Capital’s direct owners are Robert Phelps, Benjamin Kebbekus, Derek Pawlak, Michael J. Cleary Living Trust, Peter Schumacher, Paul Grunau, Jaclyn Gruber, Allison Family Trust, Warner Living Trust, Dana Schumacher, Jeanie Hartgrunau and Eric Suttmiller, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 8 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oarsman Capital get paid?","answer":"Oarsman Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Oarsman Capital registered with the SEC?","answer":"Yes, Oarsman Capital has been registered with the SEC as an investment adviser since 15 March 2002. Its CRD number is 109993 and its SEC file number is 801-60988.","source":"Form ADV Part 1A, Item 1, filed 8 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Oarsman Capital?","answer":"Oarsman Capital’s main office is at 790 North Water Street, Suite 1850, Milwaukee, WI 53202. Its phone number is 414-221-0081. 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