Borger Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,451,025
Total clients
26
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$171,193
About
Borger Capital Management LLC provides investment advisory services to individual clients, delivering portfolio management, ongoing financial planning, and one-time hourly consulting engagements. As of January 22, 2026, the firm manages $4,451,025 on a discretionary basis for 26 clients and charges asset-based fees for portfolio services and hourly fees for consulting work.
The firm’s investment approach combines charting, technical and fundamental analysis and cyclical analysis, with strategies that can include asset allocation, rebalancing, long- and short-term trading, options (including covered and, with extra approval, uncovered options), and commodity/ETF exposure when warranted. BCM places trades through Interactive Brokers under discretionary authority, reviews accounts at least weekly (typically daily), and tailors recommendations to client objectives while highlighting the potential for loss in various market conditions.
Notably, BCM’s client base does not include high-net-worth individuals, and the firm operates alongside an affiliated insurance brokerage (Borger Capital Group LLC) through which the principal and its Chief Compliance Officer sell insurance products and make precious-metals referrals that may generate commissions. The brochure also cites less conventional research sources (for example, ZeroHedge and niche technical blogs) and reflects a small, concentrated practice that began operations in 2023, distinguishing its scale and research mix from many peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.35% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.65% $10,000,000+: 0.45%
$300 per hour
Minimum fee: $1,800 minimum annual fee for asset-based advisory services
Main office location
Borger Capital Management LLC
1606 Meadowview Road
Wausau WI 54403, United States
Number of offices
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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