Milwaukee, WI Office

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.