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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- MomentumValue +more
- Established Date
- 09-14-2000
- Office Locations
- 2
Office Locations
About Oarsman Capital, INC
Milwaukee-based Oarsman Capital advises individuals and families—often with money in motion from an asset sale, inheritance, or business transition—through planning-led wealth management and portfolio oversight. The team emphasizes deep discovery over risk-bucket questionnaires and shares quarterly market Review & Outlook views on stocks, bonds, and key risks/opportunities, including webinars. Recognized by Newsweek as a 2025 top advisory firm.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT WYLIE PHELPS
President, Principal
- CRD
- #2507028
- Ownership
- 25% but less than 50%
BENJAMIN JEROME KEBBEKUS
Portfolio Manager, Principal, VICE PRESIDENT
- CRD
- #2831146
- Ownership
- 10% but less than 25%
Matrix vector
Element vital
- CRD
- #49245
- Ownership
- 28.4%
Showing 2 of 7 owners & executives
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Carter Abbott
--
- CRD
- #7384528
CHARLES ALLARD ALLISON III
Vice President Operations
- CRD
- #5854122
Glacier element
Peak beacon capital
- CRD
- #70271
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,114,027,602 | $578,716 |
| Non-Discretionary | $52,967,775 | $160,023 |
| Total | $1,166,995,377 | $517,285 |
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Separately Managed Accounts
Total SMA Asset: $1,166,995,377
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $223,611,004 | 9.8% |
| Equity - Exchange | $150,595,166 | 6.6% |
| Cash | $260,118,923 | 11.4% |
| Municipal Bonds | $406,150,599 | 17.8% |
| U.S. Government/Agency | $383,333,149 | 16.8% |
| Corporate - Investment Grade | $447,222,007 | 19.6% |
| Corporate - Non-Investment Grade | $410,714,088 | 18.0% |
| Total | $2,281,744,936 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FRONTIER EMBER | PRIME ATLAS | XAI5WZJ8I | GUR | 9.98% | $45,399,749 |
| SUMMIT ALPHA MATRIX | MATRIX MERIDIAN | E9HZKVSHA | FBGS | 5.55% | $58,683,338 |
| FRONTIER SIGNAL | ELEMENT MOMENTUM | MPEGYE5EA | HBI | 8.18% | $69,529,182 |
| PEAK NORTH TIMBER | FUSION BRIDGE | TYNL7BYA5 | FUKKI | 8.25% | $94,302,752 |
| OAK GLACIER | UNISON NORTH | MN1FN3YBN | TJT | 10.75% | $40,366,032 |
| RIDGE PRIME | OAK LEGACY | GX7GZ644Q | FYT | 8.06% | $96,096,276 |
| TIMBER NORTH CREST | EAGLE TIMBER | 4OW3SBXSZ | FPUSW | 0.85% | $44,661,411 |
| OPTIMA CAPITAL VALUE | NORTH ELEMENT | WMOY4W2XJ | IEPI | 11.75% | $92,735,641 |