OARSMAN CAPITAL, INC
CRD #109993 SEC #801-60988 MILWAUKEE, WI 414-221-0081
SEC Registered
Total AUM
$926.8M
Discretionary
$868.7M
Employees
21
Clients
251
Accounts
1,872
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $926.8M | $868.7M | $58.1M | 21 | 0 |
| Mar 2025 | $926.8M | $868.7M | $58.1M | 21 | 0 |
| Aug 2024 | $703.3M | $698.1M | $5.3M | 14 | 1 |
| Mar 2024 | $703.3M | $698.1M | $5.3M | 14 | 1 |
| Sep 2023 | $440M | $439.1M | $934K | 9 | 0 |
| Sep 2023 | $440M | $439.1M | $934K | 9 | 0 |
| Mar 2023 | $440M | $439.1M | $934K | 9 | 0 |
| Feb 2023 | $469M | $468M | $1M | 9 | 0 |
| Nov 2022 | $469M | $468M | $1M | 9 | 0 |
| Mar 2022 | $469M | $468M | $1M | 9 | 0 |
| Mar 2021 | $435.6M | $434.7M | $826.6K | 9 | 0 |
| Feb 2021 | $520.5M | $487.1M | $33.4M | 7 | 0 |
| Feb 2021 | $520.5M | $487.1M | $33.4M | 11 | 0 |
| Jan 2021 | $520.5M | $487.1M | $33.4M | 11 | 0 |
| Jul 2020 | $520.5M | $487.1M | $33.4M | 11 | 0 |
| Jun 2020 | $520.5M | $487.1M | $33.4M | 11 | 0 |
| Apr 2020 | $520.5M | $487.1M | $33.4M | 11 | 0 |
| Sep 2019 | $442.3M | $417.2M | $25.1M | 11 | 0 |
| Mar 2019 | $442.3M | $417.2M | $25.1M | 11 | 0 |
| Jun 2018 | $460.1M | $427.3M | $32.9M | 11 | 0 |
| Mar 2018 | $460.1M | $427.3M | $32.9M | 11 | 0 |
| Sep 2017 | $401M | $380M | $21.1M | 10 | 700 |
| May 2017 | $401M | $380M | $21.1M | 10 | 700 |
| Mar 2017 | $401M | $380M | $21.1M | 10 | 700 |
| Mar 2016 | $359.8M | $340.7M | $19.1M | 8 | 600 |
| Aug 2015 | $264.2M | $249M | $15.2M | 8 | 500 |
| Jul 2015 | $264.2M | $249M | $15.2M | 8 | 500 |
| Jun 2015 | $264.2M | $249M | $15.2M | 8 | 500 |
| Mar 2015 | $264.2M | $249M | $15.2M | 8 | 500 |
| Mar 2014 | $244.1M | $226.9M | $17.3M | 8 | 500 |
| Oct 2013 | $191.4M | $181.5M | $9.9M | 9 | 465 |
| Aug 2013 | $191.4M | $181.5M | $9.9M | 9 | 465 |
| Aug 2013 | $191.4M | $181.5M | $9.9M | 9 | 465 |
| Mar 2013 | $191.4M | $181.5M | $9.9M | 9 | 465 |
| Mar 2012 | $166.8M | $156.7M | $10.1M | 6 | 400 |
| Apr 2011 | $157.3M | $149.4M | $7.9M | 10 | -- |
| Mar 2011 | $157.3M | $149.4M | $7.9M | 10 | -- |
| Mar 2011 | $157.3M | $149.4M | $7.9M | 10 | -- |
| Mar 2009 | $113.2M | $105.6M | $7.5M | 10 | -- |
| Mar 2008 | $92.1M | $83.3M | $8.8M | 10 | -- |
| Sep 2007 | $82.5M | $79.4M | $3.2M | 5 | -- |
| Sep 2007 | $82.5M | $79.4M | $3.2M | 5 | -- |
| Feb 2007 | $82.5M | $79.4M | $3.2M | 5 | -- |
| Feb 2006 | $70M | $67.2M | $2.8M | 5 | -- |
| Nov 2005 | $61M | $57.5M | $3.5M | 5 | -- |
| Mar 2002 | $31.8M | $31.8M | $0 | 5 | -- |
DateNov 2025
Total AUM$926.8M
Discretionary$868.7M
Non-Disc.$58.1M
Employees21
Clients0
DateMar 2025
Total AUM$926.8M
Discretionary$868.7M
Non-Disc.$58.1M
Employees21
Clients0
DateAug 2024
Total AUM$703.3M
Discretionary$698.1M
Non-Disc.$5.3M
Employees14
Clients1
DateMar 2024
Total AUM$703.3M
Discretionary$698.1M
Non-Disc.$5.3M
Employees14
Clients1
DateSep 2023
Total AUM$440M
Discretionary$439.1M
Non-Disc.$934K
Employees9
Clients0
DateSep 2023
Total AUM$440M
Discretionary$439.1M
Non-Disc.$934K
Employees9
Clients0
DateMar 2023
Total AUM$440M
Discretionary$439.1M
Non-Disc.$934K
Employees9
Clients0
DateFeb 2023
Total AUM$469M
Discretionary$468M
Non-Disc.$1M
Employees9
Clients0
DateNov 2022
Total AUM$469M
Discretionary$468M
Non-Disc.$1M
Employees9
Clients0
DateMar 2022
Total AUM$469M
Discretionary$468M
Non-Disc.$1M
Employees9
Clients0
DateMar 2021
Total AUM$435.6M
Discretionary$434.7M
Non-Disc.$826.6K
Employees9
Clients0
DateFeb 2021
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees7
Clients0
DateFeb 2021
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees11
Clients0
DateJan 2021
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees11
Clients0
DateJul 2020
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees11
Clients0
DateJun 2020
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees11
Clients0
DateApr 2020
Total AUM$520.5M
Discretionary$487.1M
Non-Disc.$33.4M
Employees11
Clients0
DateSep 2019
Total AUM$442.3M
Discretionary$417.2M
Non-Disc.$25.1M
Employees11
Clients0
DateMar 2019
Total AUM$442.3M
Discretionary$417.2M
Non-Disc.$25.1M
Employees11
Clients0
DateJun 2018
Total AUM$460.1M
Discretionary$427.3M
Non-Disc.$32.9M
Employees11
Clients0
DateMar 2018
Total AUM$460.1M
Discretionary$427.3M
Non-Disc.$32.9M
Employees11
Clients0
DateSep 2017
Total AUM$401M
Discretionary$380M
Non-Disc.$21.1M
Employees10
Clients700
DateMay 2017
Total AUM$401M
Discretionary$380M
Non-Disc.$21.1M
Employees10
Clients700
DateMar 2017
Total AUM$401M
Discretionary$380M
Non-Disc.$21.1M
Employees10
Clients700
DateMar 2016
Total AUM$359.8M
Discretionary$340.7M
Non-Disc.$19.1M
Employees8
Clients600
DateAug 2015
Total AUM$264.2M
Discretionary$249M
Non-Disc.$15.2M
Employees8
Clients500
DateJul 2015
Total AUM$264.2M
Discretionary$249M
Non-Disc.$15.2M
Employees8
Clients500
DateJun 2015
Total AUM$264.2M
Discretionary$249M
Non-Disc.$15.2M
Employees8
Clients500
DateMar 2015
Total AUM$264.2M
Discretionary$249M
Non-Disc.$15.2M
Employees8
Clients500
DateMar 2014
Total AUM$244.1M
Discretionary$226.9M
Non-Disc.$17.3M
Employees8
Clients500
DateOct 2013
Total AUM$191.4M
Discretionary$181.5M
Non-Disc.$9.9M
Employees9
Clients465
DateAug 2013
Total AUM$191.4M
Discretionary$181.5M
Non-Disc.$9.9M
Employees9
Clients465
DateAug 2013
Total AUM$191.4M
Discretionary$181.5M
Non-Disc.$9.9M
Employees9
Clients465
DateMar 2013
Total AUM$191.4M
Discretionary$181.5M
Non-Disc.$9.9M
Employees9
Clients465
DateMar 2012
Total AUM$166.8M
Discretionary$156.7M
Non-Disc.$10.1M
Employees6
Clients400
DateApr 2011
Total AUM$157.3M
Discretionary$149.4M
Non-Disc.$7.9M
Employees10
Clients--
DateMar 2011
Total AUM$157.3M
Discretionary$149.4M
Non-Disc.$7.9M
Employees10
Clients--
DateMar 2011
Total AUM$157.3M
Discretionary$149.4M
Non-Disc.$7.9M
Employees10
Clients--
DateMar 2009
Total AUM$113.2M
Discretionary$105.6M
Non-Disc.$7.5M
Employees10
Clients--
DateMar 2008
Total AUM$92.1M
Discretionary$83.3M
Non-Disc.$8.8M
Employees10
Clients--
DateSep 2007
Total AUM$82.5M
Discretionary$79.4M
Non-Disc.$3.2M
Employees5
Clients--
DateSep 2007
Total AUM$82.5M
Discretionary$79.4M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2007
Total AUM$82.5M
Discretionary$79.4M
Non-Disc.$3.2M
Employees5
Clients--
DateFeb 2006
Total AUM$70M
Discretionary$67.2M
Non-Disc.$2.8M
Employees5
Clients--
DateNov 2005
Total AUM$61M
Discretionary$57.5M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2002
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--