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POEHLING CAPITAL MANAGEMENT, INC.

MADISON, WI · CRD 131668 · IAPD ↗ · (608) 664-9600

$591.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — POEHLING CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($489.3M -> $591.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2026 — POEHLING CAPITAL MANAGEMENT, INC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — POEHLING CAPITAL MANAGEMENT, INC. notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.