Wisconsin Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$154,054,479
Clients
68
Advisors
2
of 5 employees
About
Wisconsin Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high‑net‑worth individuals, corporations, charitable organizations, and two registered investment companies (the Plumb Balanced Fund and the Plumb Equity Fund). The firm constructs diversified portfolios using individual equities, mutual funds, ETFs, and fixed income, and provides clients with account reporting and reviews at least quarterly.
The firm’s investment approach emphasizes fundamental growth-at-reasonable-prices analysis, seeking companies with sustainable revenue and profit growth and diversification across asset classes, geographies, capitalizations, and industries. Portfolio decisions are guided by written investment policy statements tailored to client objectives and risk tolerances, with fixed income and other instruments used to supplement equity exposure as appropriate.
Compared with peers of similar size, WisCap’s business mix is notable: it serves as adviser to two 1940 Act mutual funds and will at times invest client accounts into those Funds while receiving advisory compensation from the Funds, and it manages assets for select clients through third‑party wrap fee programs. The firm also participates in a public trade‑signal arrangement via Perfectna’s Echo platform and receives a portion of subscriber fees, combining mutual fund advisory, wrap program management, and trade‑signal licensing in a way that is uncommon among supported advisers.
Client services
Expertise
Fee options
Flat monthly fees for business consulting services (negotiated separately)
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
Account minimum: $200,000
Main office
8020 Excelsior Drive Ste. 402
Madison WI 53717
Advisors at this office
2
Most active in
Florida · Illinois · New Hampshire · Wisconsin
Also doing business as
Thompson Plumb & Associates Inc · Wisconsin Capital Management, Inc. · Wisconsin Capital Management, LLC
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
Nathan P
Series 63, Series 65
Madison, WI
Wisconsin Capital Management, LLC
Nathan Plumb is a financial advisor with Wisconsin Capital Management, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple tenures at Wisconsin Capital Management as well as roles at Lincoln Financial Advisors and SVA Wealth Management. Outside of advising, he holds a Wisconsin real estate license, offers health insurance and health savings account services, operates a lodging business for vacation rentals, and serves as a board member of the Wisconsin Veterans Museum Foundation. Wisconsin Capital Management provides discretionary investment management, financial planning, and related advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and two registered investment companies. The firm employs a fundamental growth-at-reasonable-prices investment approach and manages diversified portfolios tailored to clients’ objectives and risk tolerances.
Thomas P
Series 63, Series 65
Madison, WI
Wisconsin Capital Management, LLC
Thomas Plumb is a financial advisor at Wisconsin Capital Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wisconsin Capital Management since 2005, as well as previously at SVA Plumb Wealth Management. Outside of his advisory role, he is involved as a general partner in a land acquisition business and as an investor in environmental waste products and construction companies. Wisconsin Capital Management provides discretionary investment management, financial planning, and advisory services to individuals, high‑net‑worth clients, corporations, charitable organizations, and two registered investment companies. The firm emphasizes fundamental growth-at-reasonable-prices analysis and maintains diversified portfolios aligned with client objectives and risk tolerances.
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