CRD: 106288
Morgan Dempsey Capital Management LLC
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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS · RBC · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-19-1994
- Office Locations
- 2
Office Locations
About Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management is a Milwaukee-based investment manager serving retail and institutional clients. The firm runs equity strategies built on value discipline and fundamental research, aiming for defensive portfolios and competitive risk-adjusted and absolute returns over a full market cycle. Led by Principal & CEO David Durham, it provides quarterly reporting for investors.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARC JOSEPH DION
Principal
- CRD
- #1770462
- Ownership
- Less than 5%
DAVID WAYNE DURHAM
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #3095088
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RYAN FREDERICK HAMILTON
Financial Advisor, General Partner
- CRD
- #6163201
Dave Allen Isaacson
Manager
- CRD
- #2343751
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,747,683 | $544,908 |
| Non-Discretionary | $507,650 | $253,825 |
| Total | $252,255,333 | $543,654 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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