Poehling Capital Management

Poehling Capital Management is a Registered Investment Advisory (RIA) firm located in Madison, Wisconsin. The firm, employing 8 people, generates approximately $3 million in annual revenue. Poehling Capital Management provides a range of financial services designed to meet the needs of individuals and families. Their expertise encompasses financial planning, estate planning, and investment management, offering an alternative to traditional Wall Street firms. This RIA firm emphasizes integrity, independence, and personalized attention. Their investment strategy centers on value investing, security analysis, and extensive independent research, distinguishing them within their industry. They prioritize risk management, cost efficiency, and tax optimization. Clients benefit from open communication about their financial goals, quarterly performance reports, and fee structures that deduct management fees directly from their accounts. For individuals seeking comprehensive financial guidance, Poehling Capital Management encourages prospective clients to contact them.