Investment adviser · CRD 106288
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $252M Form ADV · Item 5.F
- Client accounts
- 464 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 454 | $213,718,417 | 84.7% |
| Investment companies | 1 | $34,302,535 | 13.6% |
| Corporations & businesses | 8 | $2,959,161 | 1.2% |
| Charities | Fewer than 5 | $1,275,220 | 0.5% |
Filing source
Form ADV 2061325 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
10850 W. PARK PLACE, SUITE 470MILWAUKEE, WI, 53224, United States
CRD 106288
Filing source
Form ADV 2061325 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.