P
$591.3M Total AUM
$591.3M Disc. AUM
-- 3Y CAGR
6 Employees
435 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-27-2004
- Office Locations
- 3
Office Locations
525 Junction Road Suite 8700 Madison WI
605 4TH Street S LA Crosse WI
-- Verona WI
About Poehling Capital Management, Inc.
Poehling Capital Management, Inc. is a Madison-based RIA with 3 offices. The firm has been operating for 22 years. Managing $591.3M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
43 AVG AGE
$98.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Focus Bridge
Investment Themes
Crest Foundation
Investment Vehicles
Vector optima
Services
Prime pioneer Bridge Eagle frontier Optima peak Value Fusion Foundation matrix Peak Alpha unison
Owner & Executives
T
THOMAS RONALD POEHLING
Chief Investment Officer, President, Secretary, TREASURER
- CRD
- #2049205
- Ownership
- 75% or more
(373) 815-7217
summit.horizon@horizoncapital.com
in linkedin.com/in/optima-prime
P
PATRICK WILLIAM POEHLING
Vice President
- CRD
- #4292865
- Ownership
- 10% but less than 25%
(866) 720-2796
focus.harbor@glaciercapital.com
in linkedin.com/in/harbor-foundation
M
Matrix summit
Frontier meridian
- CRD
- #90210
- Ownership
- 40.9%
(391) 580-8855
alpha.legacy@pathwaycapital.com
in linkedin.com/in/frontier-fusion
Showing 2 of 4 owners & executives
Unlock allContacts
E
Evan Michael Kurkowski
--
- CRD
- #6762178
(577) 430-4590
prime.matrix@summitcapital.com
in linkedin.com/in/ridge-ember
A
ANNE LAUBE
--
- CRD
- #7210715
(890) 362-7063
frontier.harbor@pioneercapital.com
in linkedin.com/in/oak-wave
V
Vector crest
Peak signal
- CRD
- #21937
(267) 404-2931
value.delta@pioneercapital.com
in linkedin.com/in/crest-legacy
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $591,270,000 | $397,092 |
| Non-Discretionary | $0 | -- |
| Total | $591,270,000 | $397,092 |
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Separately Managed Accounts
Total SMA Asset: $591,270,000
Equity - Exchange:
10.7% Public Funds:
31.1% U.S. Government/Agency:
26.8% Cash:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,645,627 | 10.7% |
| Public Funds | $1,431,895,233 | 31.1% |
| U.S. Government/Agency | $1,233,916,149 | 26.8% |
| Cash | $1,445,707,726 | 31.4% |
| Total | $4,604,164,735 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR VITAL OPTIMA | EAGLE ELEMENT | X6KBRF1KF | ZNX | 9.02% | $86,482,953 |
| WAVE VITAL | BRIDGE ALPHA | 4BH8KURK3 | WKPM | 6.67% | $105,382,593 |
| EMBER CREST | EAGLE HORIZON | R5Q94557H | GVVIU | 10.64% | $33,829,013 |
| OAK FUSION HARBOR | VALUE QUANTUM | HOBRT8CBN | PPEZ | 12.54% | $9,589,288 |
| RIDGE TIMBER NORTH | WAVE QUANTUM | ILS8534U3 | LVDC | 12.57% | $50,748,451 |
| PIONEER HARBOR | CATALYST EAGLE | L9165N7NV | FOCL | 9.14% | $63,231,541 |
| VECTOR FOCUS VECTOR | INSIGHT HORIZON | UWX42SU1F | CXXPF | 9.97% | $4,347,357 |
| ALPHA WAVE | HARBOR CAPITAL | YNHKVSOWX | GUPY | 10.09% | $68,813,490 |