A complete list of active advisors currently associated with Poehling Capital Management, Inc.

Warmer can help you find a great advisor at Poehling Capital Management, Inc. or one who fits your needs even better.

Poehling Capital Management is an independent investment adviser that serves individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, and charitable organizations, managing approximately $591 million in discretionary assets through a multi‑advisor team. The firm offers financial planning, estate‑planning coordination, and both discretionary and non‑discretionary portfolio management across model portfolios and mutual‑fund‑based strategies. PCM follows a value‑oriented investment methodology that emphasizes large‑capitalization companies trading below intrinsic value, supplemented by non‑correlated holdings to reduce volatility; it implements these approaches using individual equities, mutual funds, ETFs, fixed income and option strategies. The firm customizes portfolios to client objectives and risk tolerances, provides periodic reviews, and offers standalone financial planning on an hourly basis. Notably, several PCM professionals are licensed insurance agents and the firm may receive commission compensation for insurance product sales—a practice the brochure discloses and that is relatively uncommon among peer team firms. The brochure also highlights the firm’s use of quantitative optimization and third‑party tools in portfolio construction, its explicit disclosure of custodial and third‑party compensation arrangements, and a partnership with a third‑party estate‑planning provider to coordinate clients’ estate documents.

To learn more about the advisors currently working at Poehling Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.