Operose Advisors LLC
Operose Advisors LLC is an SEC-registered investment advisory firm headquartered in Milwaukee, Wisconsin. Founded in 2020, the company manages portfolios primarily for high net worth individuals, charitable organizations, and corporations. As of early 2025, the firm employs approximately 11 to 15 professionals and reports over $1.6 billion in assets under management. Operose Advisors serves US-based clients and does not currently manage accounts for non-US persons.
Investment Strategy
Operose Advisors LLC offers tailored investment management services focused on diversified equity portfolios, including both discretionary and non-discretionary account management. Their investment strategies emphasize long-term capital appreciation by allocating assets across prominent public companies such as Microsoft, Apple, Alphabet, Visa, Amazon, and Oracle. The firm primarily serves high net worth individuals, charitable organizations, and select corporate clients, aiming for steady growth while managing risk through diversification and active portfolio oversight.
Top Holdings
Equity Positions (407)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Market ETF | 19.14% | $67.9M | 223,267 | $228.73 | $303.93 | +$7.3M |
V VYM | Vanguard High Dividend Yield ETF | 13.26% | $47.0M | 352,758 | $109.58 | $133.31 | +$1.5M |
V VEA | Vanguard FTSE Developed Markets ETF | 6.79% | $24.1M | 422,528 | $46.89 | $57.01 | +$3.6M |
V VOO | Vanguard S&P 500 ETF | 5.95% | $21.1M | 37,159 | $547.62 | $568.03 | +$15.7M |
S SCHF | Schwab International Equity ETF | 5.79% | $20.5M | 928,957 | $18.96 | $22.10 | +$2.7M |