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Arcataur Capital Management LLC CRD 124663
$470M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
826 North Plankinton Avenue, Suite 300, Milwaukee, WI 53203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-16 |
Branch Locations
826 North Plankinton Avenue, Suite 300, Milwaukee, WI 53203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Kenosha | WI | 07/2016 | 09/2020 |
| Fliess Financial Services | Kenosha | WI | 06/2016 | 01/2017 |
| Retirement Advocates | Kenosha | WI | 01/2017 | 09/2020 |
| Sagepoint Financial | Milwaukee | WI | 09/2020 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-22 |
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