# Arcataur Capital Management LLC > Arcataur Capital Management LLC is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026. - CRD: 124663 - Filed as: ARCATAUR CAPITAL MANAGEMENT LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Milwaukee, WI - Filing period: October 2026 - Form ADV filing dated: March 11, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124663 - AdvisorCensus page: https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663 ## Quick answers **How is Arcataur Capital Management LLC compensated?** On its Form ADV (Item 5.E, October 2026), Arcataur Capital Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure. **Where is Arcataur Capital Management LLC located?** Arcataur Capital Management LLC's principal office is in Milwaukee, WI, according to its Form ADV. **Is Arcataur Capital Management LLC registered with the SEC or a state?** Arcataur Capital Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 124663. **How much does Arcataur Capital Management LLC manage?** Arcataur Capital Management LLC reports $469,535,872 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary). **How have Arcataur Capital Management LLC's assets and staff changed since 2021?** In the Form ADV data for Arcataur Capital Management LLC: Regulatory assets under management: $253,921,070 in the October 2021 data and $469,535,872 in the October 2026 data, up 85%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Arcataur Capital Management LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (141); individuals (other than high net worth individuals) (97); pension and profit sharing plans (but not the plan participants or government pension plans) (2). **Which custodians does Arcataur Capital Management LLC use?** Arcataur Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Arcataur Capital Management LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/124663 **What changed in Arcataur Capital Management LLC's recent Form ADV filings?** In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $403,608,166 to $469,535,872 (+16%). Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $469,535,872 - Discretionary: $469,535,872 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 97 | $29,339,486 | | High net worth individuals | 141 | $385,549,077 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,566,560 | | Charitable organizations | 2 | $15,899,521 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 2 | $30,181,228 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 2015 (11 years) - Employees: 9 total, 7 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CO, FL, IL, KY, MN, TX, WI - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - arcataur.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $253,921,070 | 9 | March 3, 2021 | | October 2022 | $307,540,808 | 8 | March 2, 2022 | | October 2023 | $285,916,816 | 8 | March 8, 2023 | | October 2024 | $347,716,899 | 8 | March 13, 2024 | | October 2025 | $403,608,166 | 8 | March 13, 2025 | | October 2026 | $469,535,872 | 9 | March 11, 2026 | Regulatory assets under management: $253,921,070 in the October 2021 data and $469,535,872 in the October 2026 data, up 85%. Total employees: 9 in October 2021 and 9 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 6 to 7. - Regulatory assets under management went from $403,608,166 to $469,535,872 (+16%). - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arcataur Capital Management LLC (CRD 124663): Form ADV filing data as of October 2026.