# MEMBERS CAPITAL ADVISORS, INC.

MEMBERS CAPITAL ADVISORS, INC. of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 105960
- Type: SEC-registered investment adviser
- SEC file number: 801-18140
- Location: 5910 MINERAL POINT RD, MADISON, WI, 53705
- Phone: 6082385851
- Latest filing: 2026-03-27
- Regulatory AUM: $39.5B
- Discretionary AUM: $36.6B
- Non-discretionary AUM: $2.9B
- Clients: 62
- Accounts: 349

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (65)

_Showing 25 of 65 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Thomas | SECRETARY AND DIRECTOR; SECRETARY, VICE PRESIDENT AND DIRECTOR | Grand Rapids, MI |
| Amy M Cameron | PRESIDENT, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Thomas C Jensen | VICE PRESIDENT, OFFICER, MANAGING DIRECTOR - INVESTMENTS | — |
| Allen Randolph Cantrell | VICE PRESIDENT, OFFICER, MANAGING DIRECTOR - INVESTMENTS | — |
| Brian J Borakove | TREASURER AND OFFICER | — |
| Anne Marie Finucane | SENIOR VICE PRESIDENT, DEPUTY CHIEF INVESTMENT OFFICER - INVESTMENTS | — |
| Benjamin T Wydick | SENIOR VICE PRESIDENT, DIRECTOR, OFFICER  AND CHIEF RISK EXECUTIVE | — |
| Jason Theodore Micks | VICE PRESIDENT, OFFICER AND MANAGING DIRECTOR - INVESTMENT RESEARCH | — |
| Stan J Van Aartsen | VICE PRESIDENT, OFFICER AND MANAGING DIRECTOR - INVESTMENTS | — |
| Kevin Charles Coombe | VICE PRESIDENT, OFFICER AND MANAGING DIRECTOR - INVESTMENTS | — |
| Melissa M Haberstich | CHIEF COMPLIANCE OFFICER | — |
| Barth Thomas Thomas | SECRETARY, VICE PRESIDENT, DIRECTOR AND OFFICER | — |
| Eric M Boyd | VICE PRESIDENT, OFFICER AND MANAGING DIRECTOR - INVESTMENTS | — |
| PANTAGES JEFFREY BRUCE | SENIOR VICE PRESIDENT | — |
| JUNG KERRY ANNE | LEAD ATTORNEY AND SECRETARY | — |
| HALEVAN TIMOTHY SULLIVAN | CHIEF COMPLIANCE OFFICER | — |
| WARSHAUER MARK T | SENIOR VICE PRESIDENT | — |
| HALVERSON LAWRENCE ROY | SENIOR VICE PRESIDENT | — |
| HOFFMANN MARY | ASSISTANT SECRETARY/ASSISTANT TREASURER; ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT/CHIEF COMPLIANCE OFFICER (+5 more) | — |
| GAMBLE JOHN CLIFFORD | VICE PRESIDENT | — |
| HEAD MARIAN MARGARET | CHIEF COMPLIANCE OFFICER | — |
| MARKS DAVID PAUL | PRESIDENT AND DIRECTOR | — |
| PETCHLER JOHN WILLIAM | SENIOR VICE PRESIDENT; VICE PRESIDENT; VICE PRESIDENT MANAGING DIRECTOR-INVESTMENTS | — |
| NELSON MARIAN MARGARET | CHIEF COMPLIANCE OFFICER | — |
| ANDERSON CHRISTINE MARY | DIRECTOR AND TREASURER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-11-18 | regulatory | CUNA BROKERAGE SERVICES INC., WAS CENSURED, AND FINED $30,000, WHICH WAS PAID IN FULL ON DECEMBER 2, 2024. IN JANUARY 2023, THE FIRM FAILED TO PRESERVE ABOUT 14,000 RECORDS CONTAINING CUSTOMER INFORMATION RELATED TO RECOMMENDATIONS FOR ROLLOVERS OF EMPLOYER-SPONSORED RETIREMENT PLANS INTO INDIVIDUAL… | Final | $30K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105960/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105960/similar
- Related entities: https://search.stillhousedata.com/firm/105960/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105960

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.