COLLAR CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $176.3M |
| Discretionary | $166.3M94% of AUM |
| Non-Discretionary | $9.9M |
| Client Accounts | 297 |
| Avg Account Size | $593K |
| Employees | 3 |
| Peak AUM | $176.3MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $176M | +20.0% | +25.9% | — | |
| Discretionary AUM | $166M | ||||
Key Metrics
| Total AUM | $176.3M |
| Discretionary | $166.3M |
| Employees | 3 |
| Client Accounts | 297 |
| Client Range | 101-250 |
Contact & Location
Address
100 WEST LAWRENCE ST.
APPLETON WI 54911
Phone
920-830-1556
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$166M
94.4% of AUM
Non-Discretionary
$10M
5.6% of AUM
Disc. mix ▼ 5.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser