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POEHLING CAPITAL MANAGEMENT, INC.

525 Junction Road
Suite 8900
Madison, Wisconsin 53717
Tel: (608) 664-9600

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About POEHLING CAPITAL MANAGEMENT, INC.

POEHLING CAPITAL MANAGEMENT, INC, formally registered with the SEC as POEHLING CAPITAL MANAGEMENT, INC. The firm was established in 05/27/2004. They have over 2 offices throughout the country.

POEHLING CAPITAL MANAGEMENT, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $416,091,073 assets under management, offering retirement planning & investment advisory services to 1395 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#131668
SEC#801-63189
Assets Managed by Firm$416,091,073
No. of Clients1395
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1395$416,091,073
Individuals (other than high net worth individuals)296$117,454,536
High net worth individuals111$284,110,581
Charitable organizations6$4,992,441
Corporations or other businesses6$9,533,515

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