POEHLING CAPITAL MANAGEMENT, INC.

MADISON, Wisconsin·3 registered advisors·CRD# 131668
SEC# 801-631891(608) 664-9600
01

Firm Overview

AUM
$416M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at POEHLING CAPITAL MANAGEMENT, INC.

3 registered advisors
Frederick Benjamin Genz
MADISON, Wisconsin
Patrick William Poehling
MADISON, Wisconsin
Thomas Ronald Poehling
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. POEHLING CAPITAL MANAGEMENT, INC. (CRD# 131668) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.