Poehling Capital Management, Inc.

Poehling Capital Management, Inc. (CRD# 131668) is a financial advisory firm headquartered in Madison, WI. They manage $200,355,055 in 1,165 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,165
    ACCOUNTS
  • Average Account Value
    $171,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

CA, MN, TX, WI

Financial Advisors at Poehling Capital Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Frederick B. Genz
CRD#: 5729629
605 4th Street S, La Crosse, WI 54601
93
Wealthminder
score

Frederick Genz (CRD# 5729629) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in La Crosse, WI and has over 6 years of experience in the finance industry. Frederick Genz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick W. Poehling
CRD#: 4292865
525 Junction Road, Suite 8700, Madison, WI 53717
93
Wealthminder
score

Patrick Poehling (CRD# 4292865) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 15 years of experience in the finance industry.

3
Thomas R. Poehling
CRD#: 2049205
525 Junction Road, Suite 8700, Madison, WI 53717
93
Wealthminder
score

Thomas Poehling (CRD# 2049205) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has over 26 years of experience in the finance industry.

4
Anthony J. Poehling
CRD#: 4802622
525 Junction Road, Suite 8900, Madison, WI 53717
88
Wealthminder
score

Anthony Poehling (CRD# 4802622) is an Investment Advisor Representative working at Poehling Capital Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.

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