Poehls Associates LLC

Overview

Poehls Associates LLC operates as a small, equity-focused registered investment adviser that delivers discretionary portfolio management to individuals, families and a limited number of institutional clients. The firm charges fees as a percentage of assets under management and runs separately managed account-style portfolios with a pronounced preference for exchange-traded equities and exchange-traded funds. Its stated advisory activity centers on portfolio management for individuals and small businesses rather than pension consulting or multi-state institutional plan work. The firm is owner-operated and not organized as a capital allocator to third‑party alternative managers. It does not identify as an active ESG investor. Custody and trading are handled through a major retail custodian, which supports the firm’s emphasis on liquid, exchange-listed securities and mutual funds as the primary building blocks for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices