Poehls Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,570,331
Clients
9
Advisors
1
of 1 employees
About
Poehls Associates LLC provides discretionary investment management through separately managed accounts primarily for high‑net‑worth individuals, managing about $53.5 million on behalf of nine clients. The firm also accepts charitable organizations as clients, a client type that is uncommon among independent advisers.
The firm’s investment approach is rooted in fundamental security analysis and a value‑oriented philosophy that targets “above average” companies trading below estimated intrinsic value, typically maintaining a focused portfolio of 10–40 positions with a three‑ to five‑year horizon. Valuation inputs include absolute and relative metrics, cost of capital and interest‑rate considerations, and the due diligence process may include site visits; accounts are managed under discretionary authority and tailored investment management agreements.
Operating with a relatively small client base, the firm emphasizes customized account guidelines, periodic account reviews, and proxy voting unless clients retain that authority. The combination of focused, fundamental value management and the acceptance of charitable organization clients sets the firm apart from many peers in the independent adviser category.
Client services
Expertise
Fee options
0.25% - 0.50% annually
Account minimum: $500,000
Main office
Boulder CO
Advisors at this office
1
Most active in
Colorado
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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