Poehling Capital Management, Inc.
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 131668
- Registered since
- May 27, 2004
- Website
- www.poehlingcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- HNWI73.95%
- Individuals22.13%
- Corporations / Businesses2.7%
- Charitable Organizations1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Poehling Capital Management, Inc. is an independent registered investment adviser that has been SEC registered since 2004. The firm is owned by an individual and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting outside managers. Poehling also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and commissions. The firm does not identify as an active ESG investor and is not a multi-state adviser. In 2020 it was featured among Top RIA Firms by FA Magazine.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds11%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Patrick Poehling
Vice President, COOCRD 4292865
Thomas Poehling
Chief Investment OfficerCRD 2049205
Gery Sadzewicz
Team CEOCRD 1090963
Contacts
3 of 4
Frederick Genz
Director of Financial PlanningCRD 5729629
Evan Kurkowski
DirectorCRD 6762178
Anne Laube
Financial AdvisorCRD 7210715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$16.2M in ETFs
90%
$14.6M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $4M | 134,362 | 24.83% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 525 Junction Rd
- Time zone
- CT (UTC-6)
- Office locations
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