Milwaukee, WI North Milwaukee Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oarsman Capital, Inc
Team
Firm-wide stats for Oarsman Capital, Inc
About
Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, access to separately managed accounts through Independent Managers, financial planning, and retirement-plan advisory services to individuals, trusts, institutions and retirement plans. The firm also operates LRC Aviation Advisors, a dedicated division that offers retirement and benefits counseling specifically for airline pilots and their families.
OCI constructs customized portfolios that emphasize fundamentally-rated equities, broad sector diversification, tax-efficient strategies for taxable clients, and generally low turnover with a long-term holding orientation. The firm implements model asset-allocation strategies using mutual funds and ETFs, recommends Independent Managers via Schwab Marketplace, and employs proprietary modeling and AI-based tools to support security evaluation and risk management while typically managing accounts on a discretionary basis.
Noteworthy features disclosed in the brochure include the public presentation of performance results and third‑party ratings, and the firm’s use of derivatives (including equity options) in some separately managed accounts—practices less common among similar team firms. OCI also maintains a defined proxy‑voting approach that relies on ISS research and generally votes proxies only for common stocks listed on its most recently filed Form 13F.
Based on Oarsman Capital, Inc
Expertise
Based on Oarsman Capital, Inc
Location
759 North Milwaukee Street
Milwaukee WI 53202
Advisors at this office
3
Advisors at this office
Benjamin K
Series 63, Series 65
Milwaukee, WI
Oarsman Capital, Inc
Benjamin Kebbekus is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oarsman Capital since 2004. Prior to that, he worked at Painewebber Incorporated. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI-based tools to support security evaluation and risk management.
Brent S
Series 63
Milwaukee, WI
Oarsman Capital, Inc
Brent Schneider is a financial advisor at Oarsman Capital, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at Unger Capital Management, Inc. and Harbour Investments, Inc. since the early 1990s. Oarsman Capital offers investment management, model portfolios, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, sector diversification, tax-efficient strategies, and uses proprietary modeling and AI tools while managing accounts primarily on a discretionary basis.
Robert P
Series 63, Series 65
Milwaukee, WI
Oarsman Capital, Inc
Robert Phelps is a financial advisor at Oarsman Capital, Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with 26 years of industry experience, all of which has been with Oarsman Capital since 2000. Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, access to separately managed accounts, financial planning, and retirement-plan advisory services to individuals, trusts, institutions, and retirement plans. The firm emphasizes fundamentally-rated equities, broad sector diversification, tax-efficient strategies, and typically manages accounts using a discretionary approach supported by proprietary modeling and AI-based tools.
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