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Poehling Capital Management, Inc. CRD 131668
$591M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
525 Junction Road Suite 8900, Madison, WI 53717 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-06 |
| WI | RA | APPROVED | 2004-06-14 |
Branch Locations
525 Junction Road Suite 8700, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poehling Capital Management, Inc. | Madison | WI | 05/2004 | Present |
RYAN MICHAEL POEHLING FOUNDATION PROVIDE SCHOLARSHIPS TO STUDENTS AT UW-LA CROSSE AND THE UNIVERSITY OF FLORIDA MANAGE FUND FOR THE FOUNDATION SINCE 06/01/2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-02 |
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