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MEMBERS CAPITAL ADVISORS, INC., CRD 105960
MADISON, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES JAY KIRKPATRICK | Certified Financial Planner | MADISON, WI | Indianapolis, IN | 13 | 32 | n/a | yes |
| DANIEL EDWARD COX | n/a | Broomfield, CO | MADISON, WI | 13 | 26 | n/a | yes |
| CHAD S LAY | n/a | MADISON, WI | VERONA, WI | 13 | 27 | 1 | yes |
| THOMAS MICHAEL PREUSKER | n/a | MADISON, WI | 10 | 23 | n/a | yes |
| JUAN YANG SCHMELZLE | n/a | MADISON, WI | Verona, WI | 10 | 11 | n/a | yes |
| BRIAN R BUHROW | n/a | MADISON, WI | 6 | 22 | n/a | yes |
| ANTHONY EDWIN POTTHAST | n/a | MADISON, WI | 6 | 27 | 3 | yes |
| GEORGE JOSEPH MANNING | n/a | Hull, MA | MADISON, WI | 6 | 35 | 4 | yes |
| DAVID RICHARD BERNIER | n/a | Lansing, MI | Madison, WI | 5 | 10 | n/a | yes |
| DAVID NATHAN ABUAF | Chartered Financial Analyst | MADISON, WI | Oregon, WI | 4 | 22 | 2 | yes |
| Tracy Allison New | n/a | Chesterfield, VA | MADISON, WI | 3 | 10 | 4 | yes |
| WILLIAM THOMAS RUTLEDGE | n/a | MADISON, WI | Shell Rock, IA | 3 | 27 | n/a | yes |
| SCOTT ALLAN ROTHMEYER | n/a | Denver, IA | MADISON, WI | 3 | 26 | n/a | yes |
| MELISSA SUE MILLER | n/a | Parkersburg, IA | MADISON, WI | 3 | 26 | n/a | yes |
| JAMIE A WEITZENKAMP | n/a | MADISON, WI | Allison, IA | 3 | 29 | n/a | yes |
| YVETTE RENEE FERRIS | n/a | MADISON, WI | Monona, WI | 3 | 18 | 5 | yes |
| MELISSA M HABERSTICH | n/a | Waterloo, IA | MADISON, WI | 3 | 23 | n/a | yes |
| ELLIOTT JAMES SHIPP | n/a | Waverly, IA | MADISON, WI | 3 | 18 | 2 | yes |
| DARRELL IAN PACHECO | n/a | Charlottesville, VA | MADISON, WI | 2 | 14 | 1 | yes |
| KEVIN MICHAEL ZELLER | n/a | Yardley, PA | MADISON, WI | 2 | 28 | 3 | yes |
| DENNISON GEORGE DAVIS | Chartered Financial Consultant | MADISON, WI | Lakeland, FL | 0 | 27 | 4 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MCA FUND IV LP | Private Equity Fund | $1.0B | Mar 26, 2024 | 1 | Mar 30, 2018 | reported | n/a |
| MCA FUND III LP | Private Equity Fund | $577M | Mar 26, 2024 | 1 | Mar 30, 2018 | reported | n/a |
| MCA FUND V LP | Private Equity Fund | $566M | Mar 26, 2024 | 1 | Mar 25, 2020 | reported | n/a |
| MCA FUND II LP | Private Equity Fund | $178M | Mar 26, 2024 | 2 | Mar 30, 2018 | reported | n/a |
| MCA FUND I LP | Private Equity Fund | $73.7M | Mar 26, 2024 | 1 | Mar 30, 2018 | reported | n/a |
| MCA FUND VI LP | Private Equity Fund | $135,718 | Mar 26, 2024 | 4 | Mar 23, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CUNA MUTUAL INVESTMENT CORPORATION | 100% OWNER | E | yes | 06/2008 | Mar 30, 2012 | Mar 26, 2024 |
| BORAKOVE, BRIAN, J | Treasurer | Na | no | 12/2012 | Dec 18, 2012 | Mar 26, 2024 |
| CAMERON, AMY, M | PRESIDENT, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | Na | no | 09/2021 | Mar 30, 2012 | Mar 26, 2024 |
| CANTRELL, ALLEN, RANDOLPH | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | Na | no | 02/2012 | Mar 30, 2012 | Mar 26, 2024 |
| COOMBE, KEVIN, CHARLES | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | Na | no | 08/2021 | Oct 6, 2021 | Mar 26, 2024 |
| FINUCANE, ANNE, MARIE | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, DEPUTY CHIEF INVESTMENT OFFICER- - INVESTMENTS | Na | no | 09/2021 | Mar 29, 2017 | Mar 26, 2024 |
| HABERSTICH, MELISSA, M | CHIEF COMPLIANCE OFFICER | Na | no | 01/2023 | Mar 23, 2023 | Mar 26, 2024 |
| JENSEN, THOMAS, C | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | Na | no | 07/2019 | Mar 30, 2012 | Mar 26, 2024 |
| LYONS, STEVEN J | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | Na | no | 08/2021 | Oct 6, 2021 | Mar 26, 2024 |
| MICKS, JASON, THEODORE | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENT RESEARCH | Na | no | 07/2019 | Oct 6, 2021 | Mar 26, 2024 |
| THOMAS, BARTH, THOMAS | SECRETARY, VICE PRESIDENT AND DIRECTOR | Na | no | 12/2023 | Jan 4, 2024 | Mar 26, 2024 |
| VAN AARTSEN, STAN J | VICE PRESIDENT - MANAGING DIRECTOR - INVESTMENTS | Na | no | 08/2021 | Oct 6, 2021 | Mar 26, 2024 |
| WEBBER, THOMAS, JAMES | VICE PRESIDENT, MANAGING DIRECTOR - INVESTMENTS | Na | no | 02/2012 | Mar 30, 2012 | Mar 26, 2024 |
| WYDICK, BENJAMIN, T | SENIOR VICE PRESIDENT - CHIEF RISK OFFICER | Na | no | 09/2021 | Mar 29, 2017 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CUNA BROKERAGE SERVICES, INC. | n/a | Former SEC adviser | $5.8B | N | yes | n/a |
| MCA FUND I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCA FUND II GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCA FUND III GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCA FUND IV GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCA FUND V GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| MCA FUND VI GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Madison | Wi | United States | 43 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $39B | $37B | 62 | 41 | 1 | 6 | n/a |
| 2024 | Mar 28, 2025 | $37B | $34B | 63 | 42 | 1 | 6 | n/a |
| 2023 | Mar 26, 2024 | $35B | $33B | 64 | 43 | 1 | 6 | $2.4B |
| 2022 | Mar 23, 2023 | $32B | $29B | 62 | 42 | 1 | 6 | $2.2B |
| 2021 | Mar 18, 2022 | $37B | $34B | 57 | 39 | 1 | 5 | $2.0B |
| 2020 | Mar 17, 2021 | $28B | $25B | 45 | 29 | 1 | 5 | $1.5B |
| 2019 | Mar 25, 2020 | $24B | $22B | 47 | 31 | 0 | 5 | $1.4B |
| 2018 | Mar 25, 2019 | $19B | $18B | 45 | 30 | 0 | 4 | $1.2B |
| 2017 | Mar 30, 2018 | $19B | $17B | 48 | 30 | 0 | 4 | $968M |
| 2016 | Mar 29, 2017 | $17B | $15B | 55 | 26 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $16B | $14B | 45 | 27 | n/a | n/a | n/a |
| 2014 | Mar 17, 2015 | $15B | $13B | 47 | 30 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $13B | $12B | 37 | 22 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $13B | $12B | 35 | 20 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $11B | $11B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 4.8% | 0 | 0 | 0 | 3 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $39B | $37B | 5.9% | $32B | 7.2% | 62 | 63 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CUNA BROKERAGE SERVICES, INC. | 2 | Oct 30, 2019 | Oct 17, 2019 | MADISON, WI | Channel change | Other | 0.4% |