Palouse Capital Management, Inc.

Palouse Capital Management, Inc. (CRD# 104573) is a financial advisory firm headquartered in Spokane, WA. They manage $293,339,695 in 712 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
2026 N Washington St, Spokane, WA 99205
https://www.palousecap.com
By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $411,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, KY, LA, MN, MT, NY, OR, SC, TX, WA, WI

Financial Advisors at Palouse Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bryn Harman, financial advisor Spokane WA
Bryn D. Harman
CRD#: 4986126
2026 N Washington St, Spokane, WA 99205

Bryn Harman (CRD# 4986126) is an Investment Advisor Representative working at Palouse Capital Management, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

2
Barry Menne, financial advisor Spokane WA
Barry T. Menne
CRD#: 2316455
2026 N Washington St, Spokane, WA 99205

Barry Menne (CRD# 2316455) is an Investment Advisor Representative working at Palouse Capital Management, Inc. in Spokane, WA and has over 27 years of experience in the finance industry.

3
Kenneth Roberts, financial advisor Spokane WA
Kenneth M. Roberts
CRD#: 401041
2026 N. Washington St., Spokane, WA 99205

Kenneth Roberts (CRD# 401041) is an Investment Advisor Representative working at Palouse Capital Management, Inc. in Spokane, WA and has over 29 years of experience in the finance industry.

4
Spencer Shelman, financial advisor Spokane WA
Spencer T. Shelman
CRD#: 5720038
2026 N Washington St, Spokane, WA 99205

Spencer Shelman (CRD# 5720038) is an Investment Advisor Representative working at Palouse Capital Management, Inc. in Spokane, WA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals