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Collar Capital Management, LLC (Appleton)


Collar Capital Management, LLC is an adviser based in Appleton. It manages $29.39 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Wisconsin.

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Collar Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, 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.

Collar Capital Management: assets under management

The assets under management (AUM) of Collar Capital Management, LLC is $29.39 million. The firm's AUM has grown by 4667% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.02 million in discretionary accounts and $8.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $246.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Collar Capital Management, LLC 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.

Based in Appleton

The principal office where Collar Capital Management, LLC performs its advisory services is located at 3 Pierce Court, Appleton, WI 54914, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-830-1556 or by fax 920-273-2712. The normal business hours are 8am-4pm on Monday - Friday. You can find more information about the New York firm at www.collarcapital.com.


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