Poehling Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated February 10, 2026, reports $591M in regulatory assets under management, 6 employees, 1 office, and 1,489 accounts.
Assets Under Management
$591M
Employees
6
Offices
1 office
Total Clients
435
Primary office
MADISON, WI
525 JUNCTION ROAD, SUITE 8900, MADISON, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
261
2
HNWI
37.2%
162
3
Charitable
1.4%
6
4
Corporations
1.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$591Mas of February 10, 2026
Discretionary100.0%
$591M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$591M
Total Accounts1,489
10Y AUM Change+$373M (+171.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee73:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.