Members Capital Advisors, Inc. is a large advisory firm based in Madison. It manages $19.45 billion of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Members Capital Advisors provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Members Capital Advisors, Inc. is $19.45 billion. The firm's AUM has grown by 2156% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Members Capital Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jason Alan Pisarik is insurance companies with 5 clients and $14.39 billion of assets under management. Among the 11 most similar advisory firms, Members Capital Advisors has the highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $19.45 billion for 340 clients. None of the firm’s clients are foreign persons or businesses.
Members Capital Advisors also advises several private funds. Namely, four private equity funds.
The company employs 45 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jason Alan Pisarik has been acting as President since 1 Dec 2012. John Monroe Landers joined the executive team most recently as the Chief Compliance Officer.
The principal office where Members Capital Advisors, Inc. performs its advisory services is located at 5910 Mineral Point Rd, Madison, WI 53705, 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 319-483-3241. The normal business hours are 8:00 am to 5:00 pm ct on Monday - Friday. You can find more information about the New York firm at cunamutual.com/mca.