What departments does Poehling Capital Management have?

Poehling Capital Management has employees across 2 departments including Finance, Administrative.

What is the largest department at Poehling Capital Management?

The largest department at Poehling Capital Management is Finance with 4 employees.

Where are Poehling Capital Management employees located globally?

Poehling Capital Management has employees across 1 continents and 1 countries including United States Of America.

How has Poehling Capital Management's team size changed over time?

Poehling Capital Management's team has grown from approximately 7 to 8 employees based on available data.

Poehling Capital Management Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Poehling Capital Management is a Registered Investment Advisory firm based in Madison, Wisconsin. As a fiduciary, it must act in clients' best interests rather than those of a brokerage or outside entity. It offers financial planning, estate planning, and investment management for individuals and families, including no-charge assistance to families navigating estate matters after death. The firm emphasizes value investing, grounded in security analysis and independent research, with a strong focus on risk management and cost-efficient, tax-aware strategies. Investment management fees are deducted quarterly from client accounts and clients receive quarterly performance reports.

Poehling Capital Management Global Highlights

North America
7

United States Of America
7

Poehling Capital Management's Leadership

T. P.
President/Chief Investment Officer
Mobile Phone
Email
E. K.
Director Of Institutional Trading
Mobile Phone
Email
S. M.
Director Of Office Administration
Mobile Phone
Email
B. G.
Investment Advisory Representative
Mobile Phone
Email
B. S.
Associate Financial Advisor
Mobile Phone
Email
D. C.
Administrative Assistant
Mobile Phone
Email
A. L.
Financial Advisor
Mobile Phone
Email

Poehling Capital Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Poehling Capital Management

Name

Title

Contact Info

Location

Last Update

T. P.
President/Chief Investment Officer
Mobile Phone
Email
United StatesWisconsin
Jun 08, 2026
E. K.
Director Of Institutional Trading
Mobile Phone
Email
United StatesWisconsin
Oct 20, 2025
S. M.
Director Of Office Administration
Mobile Phone
Email
Oct 27, 2025
B. G.
Investment Advisory Representative
Mobile Phone
Email
Jun 08, 2026
B. S.
Associate Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 23, 2025
D. C.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2025
A. L.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 30, 2025

Frequently Asked Questions

What is Poehling Capital Management known for?

Poehling Capital Management was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in Madison, Wisconsin 53717 United States; you can contact the main corporate office by phone at

+1-608-664-****

. Explore Poehling Capital Management's company overview page for more information.

What is Poehling Capital Management's most common email format?

Poehling Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Poehling Capital Management email formats with LeadIQ.

How many employees does Poehling Capital Management have currently?

Poehling Capital Management has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Poehling Capital Management's key employees and leadership?

As of June 2026, Poehling Capital Management's key employees include:

President/Chief Investment Officer: T. P.
Director Of Institutional Trading: E. K.
Director Of Office Administration: S. M.
Investment Advisory Representative: B. G.
Associate Financial Advisor: B. S.

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Poehling Capital Management Employee Directory

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Poehling Capital Management Global Highlights

North America
7

Poehling Capital Management's Leadership

Poehling Capital Management Employee Metrics

Contact profiles from Poehling Capital Management

Frequently Asked Questions

What is Poehling Capital Management known for?

What is Poehling Capital Management's most common email format?

How many employees does Poehling Capital Management have currently?

Who are Poehling Capital Management's key employees and leadership?

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What you can expect from LeadIQ:

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Poehling Capital Management Employee Directory

Find Poehling Capital Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Poehling Capital Management Global Highlights

North America7

Poehling Capital Management's Leadership

Poehling Capital Management Employee Metrics

Contact profiles from Poehling Capital Management

Frequently Asked Questions

What is Poehling Capital Management known for?

What is Poehling Capital Management's most common email format?

How many employees does Poehling Capital Management have currently?

Who are Poehling Capital Management's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
7

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