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Palouse Capital Management, Inc.

Palouse Capital Management, Inc.. CRD 104573

Palouse Capital Management, Inc. logo

CRD: 104573

Palouse Capital Management, Inc.

Spokane, WA, 99201
5096245591
$408.5M Total AUM
$174.2M Disc. AUM
14.5% 3Y CAGR
3 Employees
1,516 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Wells Fargo
Clients
Retail and Institutional
Platforms
Atlas radial
Established Date
06-30-1994
Office Locations
3

Office Locations

1212 N Washington Street Suite 300 Spokane WA
-- Spokane Valley WA
-- Stanwood WA

About Palouse Capital Management, Inc.

Palouse Capital Management, Inc. (Spokane, WA) is an investment manager serving retail and institutional clients with a fundamental value discipline focused on identifying temporarily mispriced securities. Strategies include small/mid and large-cap value equities, dividend-oriented total return, diversified income across asset classes, and an all-cap tilt combining passive vehicles with active SMID stock selection. The firm name reflects founder Kenneth Roberts’ Palouse-region roots.

Team overview

80 AVG AGE
$204.3M AVG AUM / ADVISOR
$269.5K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
32yrs Firm Age

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Asset Classes

Wave

Custodian

Prime bridge Capital Ember optima

Investment Themes

Quantum eagle Quantum Pathway

Investment Vehicles

Harbor fusion Pioneer capital

Services

Bridge vital Catalyst Momentum Peak Summit momentum

Technology

Beacon

Owner & Executives

C

CHRISTOPHER KEIL HICKS

Chief Compliance Officer, President

CRD
--
Ownership
75% or more
(788) 901-3831
foundation.harbor@embercapital.com
in linkedin.com/in/capital-delta

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Contacts

J

JOHN HAROLD KREHBIEL

Investment Advisor

CRD
#275298
(870) 683-8949
peak.crest@catalystcapital.com
in linkedin.com/in/alpha-wave
J

JAMIE LYNNE LOW

--

CRD
#5481400
(363) 395-7556
ember.glacier@elementcapital.com
in linkedin.com/in/focus-vector
M

Meridian frontier

Zenith pioneer

CRD
#27115
(207) 588-4578
crest.unison@pioneercapital.com
in linkedin.com/in/matrix-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-18-2022
03-31-2023
09-23-2024
03-31-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $174,245,311 $542,820
Non-Discretionary $234,267,594 $372,445
Total $408,512,905 $430,014

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Separately Managed Accounts

Total SMA Asset: $408,512,905

$408.5M Total SMA
Equity - Exchange:
11.6%
Public Funds:
13.1%
Other:
21.3%
Cash:
17.7%
Corporate - Investment Grade:
9.3%
U.S. Government/Agency:
27.0%
Asset class Assets Assets %
Equity - Exchange $911,711,401 11.6%
Public Funds $1,029,605,117 13.1%
Other $1,674,090,762 21.3%
Cash $1,391,145,845 17.7%
Corporate - Investment Grade $730,941,037 9.3%
U.S. Government/Agency $2,122,086,882 27.0%
Total $7,859,581,044 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
CREST OAK FOCUS CAPITAL MATRIX SEQT2X11L JAQGG 4.81% $61,962,023
RIDGE VALUE BRIDGE HORIZON CATALYST GJ78FDS0I YRM 2.59% $66,286,452
VITAL OPTIMA SIGNAL MOMENTUM MERIDIAN FQ8OKRZBU LELV 12.15% $84,838,071
DELTA ZENITH NORTH FUSION 3O05GXZEB COZ 10.76% $93,465,885
DELTA QUANTUM SIGNAL VITAL LXUPJ9RJQ KDUME 2.75% $20,949,072
NORTH QUANTUM PIONEER BRIDGE ZDNG3IHEU NIGMA 12.30% $63,588,629
LEGACY WAVE EMBER HORIZON PATHWAY PZ3YLL54D GJT 8.00% $101,198,505
CREST VERTEX FRONTIER ATLAS 72KOBQ55O OWGQM 1.73% $111,387,491

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