Poehling Capital Management, Inc.

RIASEC Registered

Total AUM

$591M

Discretionary

$591M

100% of AUM

Avg account

$397K

Accounts

1,489

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 131668
Registered since: May 27, 2004
Website: www.poehlingcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: HNWI73.95%
Individuals22.13%
Corporations / Businesses2.7%
Charitable Organizations1.23%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Poehling Capital Management, Inc. is an independent registered investment adviser that has been SEC registered since 2004. The firm is owned by an individual and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting outside managers. Poehling also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and commissions. The firm does not identify as an active ESG investor and is not a multi-state adviser. In 2020 it was featured among Top RIA Firms by FA Magazine.