Morgan Dempsey Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$213,718,417
Clients
454
Advisors
3
across 2 offices
About
Morgan Dempsey Capital Management provides equity-focused investment management and wealth management services principally to high‑net‑worth individuals, families, and institutional clients. The firm offers Large Cap Value, Enhanced Income, and Micro‑Cap strategies, serves as sub‑advisor to the Morgan Dempsey Large Cap Value ETF, and supplies portfolio models to Unified Managed Account sponsors and broker‑dealer wrap programs.
The firm follows a bottom‑up, fundamentally driven value discipline with a long‑term buy‑and‑hold orientation and uses quantitative screens and proprietary valuation models to identify undervalued securities. For clients seeking income or downside management, Morgan Dempsey employs derivatives—notably covered‑call and put writing in its Enhanced Income strategy (with option management sub‑advised to Lavaca Capital)—and may temporarily invest SMA proceeds in its sub‑advised ETF to maintain market exposure after tax‑loss harvesting.
Noteworthy features for a firm of this size include its active role with investment companies as an ETF sub‑advisor, participation in broker wrap‑fee small‑account programs, and its outsourced CIO/modeling services to other advisers. The brochure also discloses promotional and referral arrangements (including a Promoter engagement and a referral relationship related to cryptocurrency products) and a $3 million minimum for direct wealth management, indicating a client mix concentrated toward high‑net‑worth and institutional relationships rather than lower‑net‑worth retail accounts.
Client services
Expertise
Fee options
0.50% annually (standard for Large Cap Value separately managed accounts; fees are negotiable)
Account minimum: $100,000 for Large Cap Value and Micro Cap equity strategies; $400,000 for Enhanced Income strategy; $3,000,000 for Wealth Management clients
Main office
See office10850 W. Park Place, Suite 470
Milwaukee WI 53224
Advisors at this office
1
Offices (2)
Most active in
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Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dave I
Series 63, Series 65
Menomonee Falls, WI
Morgan Dempsey Capital Management LLC
Dave Isaacson is a financial advisor at Morgan Dempsey Capital Management LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Morgan Dempsey in 2019, he worked at firms including Schenck Investment Solutions LLC and CliftonLarsonAllen Wealth Advisors, LLC. Since 2025, he has also served as Senior Vice President and Portfolio Manager at a Wisconsin-based trust company. Morgan Dempsey Capital Management provides equity-focused investment and wealth management services primarily to high-net-worth individuals, families, and institutional clients. The firm employs a bottom-up, fundamentally driven value approach and offers strategies including Large Cap Value, Enhanced Income, and Micro-Cap, as well as serving as sub-advisor to a Large Cap Value ETF.
Marc D
CFA®, Series 63, Series 65
Menomonee Falls, WI
Morgan Dempsey Capital Management LLC
Marc Dion is a CFA® charterholder with 21 years of industry experience, currently serving at Morgan Dempsey Capital Management LLC since 2004. He is based in Menomonee Falls, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Dion leads the Investment Committee at St. Francis Borgia Catholic Church, organizing quarterly reviews with an outside consultant to oversee the parish's investment portfolio. Morgan Dempsey Capital Management provides equity-focused portfolio management to high-net-worth and institutional clients, employing a value-oriented, bottom-up research process with a long-term investment horizon. The firm offers specialized strategies including Large Cap Value, Enhanced Income with options overlays, and Micro-Cap investments, and serves qualified purchasers through separately managed accounts, model portfolios, and sub-advisory services.
Ryan H
Series 65
Milwaukee, WI
Morgan Dempsey Capital Management LLC
Ryan Hamilton is a financial advisor at Morgan Dempsey Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Morgan Dempsey since 2014. Morgan Dempsey provides equity-focused portfolio management to high-net-worth and institutional clients, offering strategies such as Large Cap Value, Enhanced Income, and Micro-Cap. The firm employs a value-driven, bottom-up research process with a long-term buy-and-hold approach and serves clients through separately managed accounts, model portfolios, and sub-advisory roles, including management of a listed ETF.
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