LeadIQ logo
Learn more at LeadIQ.com
Poehling Capital Management logo

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.

Find Poehling Capital Management employees' phone numbers or email addresses

Poehling Capital Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Poehling Capital Management's Leadership

  • Stylized image of a person
    S. M.
    Director Of Office Administration
    Mobile Phone
  • Stylized image of a person
    B. G.
    Investment Advisory Representative
    Mobile Phone
  • Stylized image of a person
    D. C.
    Administrative Assistant
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    S. M.
    Director Of Office Administration
    Mobile Phone
    Oct 27, 2025
  • Stylized image of a person
    B. G.
    Investment Advisory Representative
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    D. C.
    Administrative Assistant
    Mobile Phone
    Jun 27, 2026

Frequently Asked Questions

What is Poehling Capital Management known for?

Minus sign iconPlus sign iconPoehling Capital Management was founded in 2004 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconPoehling 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?

Minus sign iconPlus sign iconPoehling Capital Management has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Director Of Office Administration: S. M.
  • Investment Advisory Representative: B. G.
  • Administrative Assistant: D. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.