$469.5M Total AUM
$469.5M Disc. AUM
18.0% 3Y CAGR
9 Employees
244 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital horizonMeridian meridian +more
- Established Date
- 01-21-2003
- Office Locations
- 1
Office Locations
826 North Plankinton Avenue, Suite 300 Milwaukee WI
About Arcataur Capital Management LLC
Arcataur Capital Management is a Milwaukee-based investment manager serving individuals and institutions with separately managed, customized portfolios built around client goals and risk tolerance. The firm emphasizes a disciplined, long-term investment process and fiduciary responsibility, with ongoing client service. Custody is supported via Charles Schwab.
Team overview
42 AVG AGE
$67.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
11.5 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Summit
Custodian
Radial Legacy Element
Investment Themes
Peak ember
Investment Vehicles
North Horizon meridian
Platform
Crest
Services
Ridge timber
Technology
Focus Pioneer optima Zenith vector
Owner & Executives
I
IGNATIUS LOUIS SMETEK
Chief Compliance Officer, President
- CRD
- #1701154
- Ownership
- 75% or more
(827) 223-7819
momentum.zenith@pioneercapital.com
in linkedin.com/in/pathway-meridian
J
JILL MARIE GRUENINGER
Vice President
- CRD
- #1692614
- Ownership
- Less than 5%
(214) 718-5264
vertex.glacier@valuecapital.com
in linkedin.com/in/timber-capital
O
Optima crest
Matrix atlas
- CRD
- #50074
- Ownership
- 39.5%
(438) 739-8028
eagle.insight@matrixcapital.com
in linkedin.com/in/atlas-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,535,872 | $612,971 |
| Non-Discretionary | $0 | -- |
| Total | $469,535,872 | $612,971 |
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Separately Managed Accounts
Total SMA Asset: $469,535,872
Public Funds:
25.7% Equity - Exchange:
23.8% Cash:
14.6% Corporate - Investment Grade:
8.1% U.S. Government/Agency:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $470,117,963 | 25.7% |
| Equity - Exchange | $435,362,160 | 23.8% |
| Cash | $267,070,905 | 14.6% |
| Corporate - Investment Grade | $148,169,475 | 8.1% |
| U.S. Government/Agency | $508,532,272 | 27.8% |
| Total | $1,829,252,775 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VERTEX | WAVE VITAL | LCT6GS0D6 | VTFUM | 6.02% | $105,689,056 |
| BRIDGE LEGACY | INSIGHT HORIZON | Z7R0ROCOA | ENZ | 2.71% | $103,746,233 |
| FOUNDATION VALUE FOUNDATION | EAGLE FOCUS | IOVAK6D97 | HVO | 3.93% | $105,486,742 |
| INSIGHT CAPITAL TIMBER | MERIDIAN TIMBER | 5HLCIL4H7 | ERPE | 11.49% | $8,329,333 |
| PRIME BRIDGE | MERIDIAN OAK | BG3SIXGGZ | IHUV | 4.33% | $42,094,233 |
| OPTIMA PEAK | CAPITAL INSIGHT | 78O6VRTH0 | JIKM | 4.78% | $89,407,340 |
| BEACON ALPHA | PRIME PRIME | PUCZYRTQH | OWI | 1.45% | $32,638,050 |
| ZENITH ATLAS | INSIGHT FRONTIER | 63TM46QU2 | BUMCZ | 8.29% | $15,882,135 |