# POEHLING CAPITAL MANAGEMENT, INC.

POEHLING CAPITAL MANAGEMENT, INC. of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 131668
- Type: SEC-registered investment adviser
- SEC file number: 801-63189
- Location: 525 JUNCTION ROAD, SUITE 8900, MADISON, WI, 53717
- Phone: (608) 664-9600
- Latest filing: 2026-02-10
- Regulatory AUM: $591.3M
- Discretionary AUM: $591.3M
- Clients: 6
- Accounts: 1,489

## Business model

- Compensation: % of AUM, Hourly, Commissions
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Thomas Ronald Poehling | PRESIDENT, SECRETARY, TREASURER | — |
| Patrick William Poehling | VICE PRESIDENT | — |
| Frederick Benjamin Genz | DIRECTOR OF FINANCIAL PLANS | — |
| POEHLING THOMAS RONALD | PRESIDENT, SECRETARY AND TREASURER; PRESIDENT, SECRETARY, TREASURER; PRESIDENT, SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | — |
| POEHLING PATRICK WILLIAM | VICE PRESIDENT | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| GENZ FREDERICK BENJAMIN | DIRECTOR OF FINANCIAL PLANS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131668/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131668/similar
- Related entities: https://search.stillhousedata.com/firm/131668/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131668

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.