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Welshire Capital, LLC (Onalaska)


Welshire Capital, LLC is an adviser based in Onalaska. It manages $89.18 million of regulatory assets for 1,349 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Minnesota and Wisconsin.

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Welshire Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Welshire Capital: assets under management

The assets under management (AUM) of Welshire Capital, LLC is $89.18 million. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $76.96 million in discretionary accounts and $12.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Welshire Capital, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Onalaska

The principal office where Welshire Capital, LLC performs its advisory services is located at 9538 East 16 Frontage Road, Onalaska, WI 54650, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-783-0003 or by fax 608-782-0002. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.welshirecapital.com.


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