Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Poehling Capital Management, Inc. financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Poehling Capital Management, Inc. office in Madison, A to Z.

The short answer

4 registered advisors work at Poehling Capital Management, Inc. in Madison, out of 6 at the firm nationwide; it ranks number 43 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Poehling Capital Management, Inc. advisors in Madison, A to Z

Every Poehling Capital Management, Inc. advisor →

Poehling Capital Management, Inc. advisors in every city and state →Poehling Capital Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Poehling Capital Management, Inc. advisors in other cities

La Crosse, WI 1Verona, WI 1

Other firms in Madison

All Madison advisors →

LPL Financial LLC 55Ameriprise Financial Services, LLC 38UBS Financial Services Inc. 28Edward Jones 25Pfs Investments Inc. 23Madison Partners 18Osaic Wealth, Inc. 18Harbour Investments, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Madison Investment Advisors, LLC 14

Questions

How many financial advisors does Poehling Capital Management, Inc. have in Madison?

4 investment adviser representatives are registered at Poehling Capital Management, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Poehling Capital Management, Inc. one of the largest advisor employers in Madison?

Poehling Capital Management, Inc. ranks number 43 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Poehling Capital Management, Inc. advisor in Madison?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Poehling Capital Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.