POEHLING CAPITAL MANAGEMENT, INC.
CRD #131668 SEC #801-63189 MADISON, WI (608) 664-9600
SEC Registered
Total AUM
$489.3M
Discretionary
$489.3M
Employees
5
Clients
251
Accounts
1,433
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $489.3M | $489.3M | $0 | 5 | 0 |
| Sep 2025 | $489.3M | $489.3M | $0 | 5 | 0 |
| Mar 2025 | $489.3M | $489.3M | $0 | 5 | 0 |
| Jan 2025 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Dec 2024 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Dec 2024 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Jul 2024 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Feb 2024 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Feb 2024 | $416.1M | $411.4M | $4.7M | 5 | 0 |
| Nov 2023 | $338.1M | $335.1M | $3M | 5 | 0 |
| Mar 2023 | $338.1M | $335.1M | $3M | 5 | 0 |
| Feb 2023 | $338.1M | $335.1M | $3M | 5 | 0 |
| Jan 2023 | $381.3M | $376.9M | $4.4M | 5 | 0 |
| Jan 2023 | $381.3M | $376.9M | $4.4M | 5 | 0 |
| Mar 2022 | $381.3M | $376.9M | $4.4M | 5 | 0 |
| May 2021 | $316.1M | $311.2M | $4.9M | 5 | 0 |
| Mar 2021 | $316.1M | $311.2M | $4.9M | 5 | 0 |
| Jan 2021 | $275.6M | $275.6M | $0 | 5 | 0 |
| Aug 2020 | $275.6M | $275.6M | $0 | 5 | 0 |
| Jun 2020 | $275.6M | $275.6M | $0 | 5 | 0 |
| Mar 2020 | $275.6M | $275.6M | $0 | 5 | 0 |
| Mar 2019 | $228.6M | $228.3M | $282.6K | 5 | 0 |
| Sep 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Aug 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Aug 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Apr 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Apr 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Mar 2018 | $278.2M | $278.2M | $0 | 5 | 0 |
| Mar 2017 | $218.2M | $218.2M | $0 | 5 | 300 |
| Mar 2016 | $200.4M | $200.4M | $0 | 5 | 300 |
| Mar 2015 | $199.9M | $199.9M | $0 | 5 | 300 |
| Nov 2014 | $196.3M | $177.2M | $19.1M | 4 | 300 |
| Nov 2014 | $196.3M | $177.2M | $19.1M | 4 | 300 |
| Apr 2014 | $196.3M | $177.2M | $19.1M | 4 | 300 |
| Mar 2014 | $196.3M | $177.2M | $19.1M | 4 | 300 |
| Jul 2013 | $137M | $122.8M | $14.2M | 4 | 300 |
| Apr 2013 | $137M | $122.8M | $14.2M | 4 | 325 |
| Mar 2013 | $137M | $122.8M | $14.2M | 5 | 500 |
| Oct 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Aug 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Jun 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Apr 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Apr 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Mar 2012 | $102.5M | $95M | $7.6M | 1 | 300 |
| Apr 2011 | $97.1M | $96.9M | $175K | 5 | -- |
| Apr 2011 | $97.1M | $96.9M | $175K | 5 | -- |
| Apr 2011 | $97.1M | $96.9M | $175K | 5 | -- |
| Mar 2011 | $97.1M | $96.9M | $175K | 5 | -- |
| Mar 2009 | $48.4M | $47.2M | $1.2M | 5 | -- |
| Mar 2008 | $62.8M | $60M | $2.9M | 5 | -- |
| Mar 2007 | $67.6M | $65.3M | $2.3M | 5 | -- |
| Sep 2005 | $45M | $44.5M | $500K | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateDec 2024
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateDec 2024
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateJul 2024
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2024
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateFeb 2024
Total AUM$416.1M
Discretionary$411.4M
Non-Disc.$4.7M
Employees5
Clients0
DateNov 2023
Total AUM$338.1M
Discretionary$335.1M
Non-Disc.$3M
Employees5
Clients0
DateMar 2023
Total AUM$338.1M
Discretionary$335.1M
Non-Disc.$3M
Employees5
Clients0
DateFeb 2023
Total AUM$338.1M
Discretionary$335.1M
Non-Disc.$3M
Employees5
Clients0
DateJan 2023
Total AUM$381.3M
Discretionary$376.9M
Non-Disc.$4.4M
Employees5
Clients0
DateJan 2023
Total AUM$381.3M
Discretionary$376.9M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2022
Total AUM$381.3M
Discretionary$376.9M
Non-Disc.$4.4M
Employees5
Clients0
DateMay 2021
Total AUM$316.1M
Discretionary$311.2M
Non-Disc.$4.9M
Employees5
Clients0
DateMar 2021
Total AUM$316.1M
Discretionary$311.2M
Non-Disc.$4.9M
Employees5
Clients0
DateJan 2021
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$275.6M
Discretionary$275.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$228.6M
Discretionary$228.3M
Non-Disc.$282.6K
Employees5
Clients0
DateSep 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees5
Clients300
DateNov 2014
Total AUM$196.3M
Discretionary$177.2M
Non-Disc.$19.1M
Employees4
Clients300
DateNov 2014
Total AUM$196.3M
Discretionary$177.2M
Non-Disc.$19.1M
Employees4
Clients300
DateApr 2014
Total AUM$196.3M
Discretionary$177.2M
Non-Disc.$19.1M
Employees4
Clients300
DateMar 2014
Total AUM$196.3M
Discretionary$177.2M
Non-Disc.$19.1M
Employees4
Clients300
DateJul 2013
Total AUM$137M
Discretionary$122.8M
Non-Disc.$14.2M
Employees4
Clients300
DateApr 2013
Total AUM$137M
Discretionary$122.8M
Non-Disc.$14.2M
Employees4
Clients325
DateMar 2013
Total AUM$137M
Discretionary$122.8M
Non-Disc.$14.2M
Employees5
Clients500
DateOct 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateAug 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateJun 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateApr 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateApr 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateMar 2012
Total AUM$102.5M
Discretionary$95M
Non-Disc.$7.6M
Employees1
Clients300
DateApr 2011
Total AUM$97.1M
Discretionary$96.9M
Non-Disc.$175K
Employees5
Clients--
DateApr 2011
Total AUM$97.1M
Discretionary$96.9M
Non-Disc.$175K
Employees5
Clients--
DateApr 2011
Total AUM$97.1M
Discretionary$96.9M
Non-Disc.$175K
Employees5
Clients--
DateMar 2011
Total AUM$97.1M
Discretionary$96.9M
Non-Disc.$175K
Employees5
Clients--
DateMar 2009
Total AUM$48.4M
Discretionary$47.2M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2008
Total AUM$62.8M
Discretionary$60M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2007
Total AUM$67.6M
Discretionary$65.3M
Non-Disc.$2.3M
Employees5
Clients--
DateSep 2005
Total AUM$45M
Discretionary$44.5M
Non-Disc.$500K
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--