Poehling Capital Management, Inc.
● SEC registered since 2004CRD 131668SEC# 801-63189Madison, WI
Reg. AUM
$591.3M
Employees
6
Accounts
1,489
Location
Madison, WI
Poehling Capital Management, Inc. assets under management
Poehling Capital Management, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2004. It reports $591.3 million in regulatory assets under management and employs 6 people.
Poehling Capital Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Benjamin Genz Control | Director Of Financial Plans | 5-10% | 2020 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2011 |
| Patrick William Poehling Control | Vice President | 10-25% | 2004 |
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Join to unlock · $37/moFrequently asked questions
How much does Poehling Capital Management, Inc. manage?
Poehling Capital Management, Inc. reports $591.3 million in regulatory assets under management on its Form ADV.
How many employees does Poehling Capital Management, Inc. have?
Poehling Capital Management, Inc. reports 6 employees.
Where is Poehling Capital Management, Inc. located?
Poehling Capital Management, Inc. is based in Madison, WI and has been SEC-registered since 2004.
Does Poehling Capital Management, Inc. disclose fund performance?
Poehling Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 Junction Road, Suite 8900, Madison, WI 53717 |
| Phone | (608) 664-9600 |
| Fax | (608) 664-9601 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$591.3M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$591.3Mregulatory AUM
Discretionary $591.3M