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POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668 · SEC 801-63189
525 JUNCTION ROAD, SUITE 8900, MADISON, WI, 53717, United States
Phone
(608) 664-9600
Fax
(608) 664-9601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$591.3M
Discretionary AUM
$591.3M
Team
6 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $130.8M |
| High net worth individuals | 162 | $437.2M |
| Charitable organizations | 6 | $7.3M |
| Corporations/business entities | 6 | $16.0M |
States served
AZ, CA, IL, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD