Poehling Capital Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 131668
- SEC number
- 801-63189
- Firm type
- RIA
- Assets under management
- $591.3M as of Feb 10, 2026
- Website
- linkedin.com/Company/poehling-capital-management ↗
- Phone
- (608) 664-9600
- Address
- 525 Junction Road, Madison, WI, 53717
Advisors at this firm
6 in our index · page 1 of 1
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Frederick Benjamin GenzCRD 5729629 · La Crosse, WIIA Registered
-
Evan Michael KurkowskiCRD 6762178 · Madison, WIIA Registered
-
Anne LaubeCRD 7210715 · Madison, WIIA RegisteredRegistration inactive
-
Patrick William PoehlingCRD 4292865 · Madison, WIIA Registered
-
Thomas Ronald PoehlingCRD 2049205 · Madison, WIIA Registered
-
Bryce William SchusterCRD 7852696 · Verona, WIIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 131668 ↗
FINRA BrokerCheck record for firm CRD 131668 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.