Asset manager · Thiensville, WI
The Milwaukee Company
Estate Counselors, LLC · SEC-registered investment adviser · CRD 123452 · SEC 801-62584
At a glance
The Milwaukee Company is an SEC-registered investment adviser based in Thiensville, Wisconsin, with $1.3 billion in regulatory assets under management as of its Form ADV filed September 18, 2026. Its largest client group by assets is investment companies, and it reports 37 individual clients. By Form ADV it is a asset manager, ranked 1,222nd of 3,218 asset managers and 4,567th of 17,210 SEC-registered advisers by assets.
Main office 262-238-6980themilwaukeecompany.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among asset managers
- #1,222 of 3,218
- Rank among all SEC RIAs
- #4,567 of 17,210
- Rank in Wisconsin
- #44 of 195
- Individual clients
- 37
- High-net-worth clients
- 29
- Accounts
- 319
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Andrew J. WillmsPresident and CEO
- Satyaki MitraCCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $730M | 54% |
| High-net-worth individuals | 29 | $484M | 36% |
| Corporations or other businesses | 17 | $127M | 9% |
| Individuals | 8 | $4M | <1% |
Disciplinary disclosures
The Milwaukee Company reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗themilwaukeecompany.com ↗
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The full record on The Milwaukee Company
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 961 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does The Milwaukee Company manage?
The Milwaukee Company reports $1.3 billion in regulatory assets under management across 319 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 18, 2026.
What kind of firm is The Milwaukee Company?
The Milwaukee Company is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are The Milwaukee Company’s clients?
By assets, its largest client types are investment companies ($730 million, 2 clients); high-net-worth individuals ($484 million, 29 clients); corporations or other businesses ($127 million, 17 clients).
Does The Milwaukee Company have any disciplinary history?
The Milwaukee Company reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Milwaukee Company’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →