Patrick Collar
Collar Capital Management · Appleton, Wisconsin
Patrick Collar is a fee-only financial advisor at Collar Capital Management in Appleton, Wisconsin. Patrick focuses on crypto & digital assets and estate & legacy planning. Collar Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Collar Capital Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $176.3M across 297 accounts |
| SEC registration | Investment adviser representative in CA, LA, TX, WI · CRD 4313718 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.collarcapital.com |
How Patrick's firm compares
- Collar Capital Management's average account is about $593,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Patrick
Is Patrick Collar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Collar Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Collar Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Collar based?
Patrick Collar is based in Appleton, Wisconsin.
What does Patrick specialize in?
Patrick's specialties include crypto & digital assets and estate & legacy planning.
Is Patrick Collar registered with the SEC?
Yes. Patrick Collar is registered as an investment adviser representative in CA, LA, TX and WI (CRD 4313718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Collar Capital Management manage?
Collar Capital Management reports $176.3M across 297 accounts in assets under management.
How do I contact Patrick Collar?
Through Patrick's website, www.collarcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Collar Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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