Poehling Capital Management, Inc.
Poehling Capital Management, Inc. is an SEC-registered wealth manager in Madison, WI with $591.3M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Poehling Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131668, SEC 801-63189, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $591.3M (2026-02-10)
- Firm type
- Wealth Manager
- Location
- Madison, WI
- Employees
- 6
- Clients
- 435
- CRD
- 131668
- Ownership
- POEHLING, THOMAS, RONALD; POEHLING, PATRICK, WILLIAM; SADZEWICZ, GERY, JOSEPH; GENZ, FREDERICK, BENJAMIN
How much AUM does Poehling Capital Management, Inc. have?
Poehling Capital Management, Inc. reported $591.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Poehling Capital Management, Inc.?
Disclosed owners and executives of Poehling Capital Management, Inc. include POEHLING, THOMAS, RONALD, POEHLING, PATRICK, WILLIAM, SADZEWICZ, GERY, JOSEPH, GENZ, FREDERICK, BENJAMIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.