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| Poehling Capital Management Inc
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|---|---|
| CRD # | 131668 |
| SEC # | 801-63189 |
| CIK # | 0001730815 |
| AUM | 591.3 M (2026-02-10) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 608-664-9600 |
| Address | 525 Junction Road Madison, WI 53717 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Markel Corp | 26.7 | ||
| Alphabet Inc | 22.4 | ||
| Schwab Charles Corp | 16.6 | ||
| Cannae Holdings Inc | 13.8 | ||
| Apple Inc | 13.7 | ||
| Fiserv Inc | 12.0 | ||
| Wells Fargo & Co/MN | 11.7 | ||
| Upjohn Inc | 10.7 | ||
| PepsiCo Inc | 10.4 | ||
| Citigroup Inc | 8.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 130.8 |
| (b) Individuals (high net worth individuals) | 162 | 437.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,489 | 591.3 |
| By Discretionary | ||
| Discretionary | 1,489 | 591.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,489 | 591.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.3 | |
| Total | 1,489 | 591.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730815] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Disciplined Investments LLC
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OK | 592.8 M |
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|
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|
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|
The Legacy Financial Group Inc
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OK | 590.7 M |
|
Financial Gravity Family Office Services LLC
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TX | 590.5 M |
|
Milestone Financial Planning LLC
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NH | 590.3 M |
|
Reston Wealth Management LLC
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VA | 589.9 M |