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Shareholder · Oarsman Capital, Inc

Jaclyn A. Gruber

CRD 6043967 · Named on Form ADV at one SEC-registered adviser

At a glance

Oarsman Capital, Inc, an SEC-registered wealth manager based in Milwaukee, WI with $1.2 billion in regulatory assets, lists Jaclyn A. Gruber on its Form ADV as Shareholder.

Firms and roles

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Jaclyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Jaclyn on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaclyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.