Palouse Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$408,512,905
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
877
5% high-net worth
Total advisors
5
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
175
Average account size
$465,807
About
Palouse Capital Management provides discretionary portfolio management for individuals, corporations, pension plans, endowments, and foundations, using equities, fixed income, mutual funds and ETFs. The firm also serves as a sub‑advisor in wrap-fee programs and supplies model portfolios to other financial firms, operating both discretionary accounts and non‑discretionary model relationships.
PCM’s investment process combines top‑down analysis of economic and cyclical conditions with bottom‑up fundamental research, applying valuation metrics and selected technical factors to entry and exit decisions. The firm offers distinct strategies (small/mid value, large‑cap value, total return, diversified income, all‑cap tilt and ETF model portfolios) and monitors positions continuously, adjusting allocations as market conditions and relative value change.
What is distinctive about PCM is the size and structure of its business mix: as of December 31, 2025 it reported about $408.5 million in regulatory assets under management split between roughly $174.2 million in discretionary assets (321 accounts) and $234.3 million in non‑discretionary/model assets (629 accounts). The firm is affiliated with other registered advisers and a turnkey service provider, and participates in sponsored wrap programs (Masters and DMA through Wells Fargo), reflecting a business model that leans heavily on model delivery and program relationships in addition to separately managed accounts.
Client services
Portfolio management
Investment recommendations to model program sponsors
Investment recommendations to model program sponsors
Expertise
Active portfolio management
Passive / index investing
Fee options
$0 - $10 Million: 0.85% $10 Million - $25 Million: 0.80% $25 Million+: Negotiable $0 - $5 Million: 0.75% $5 Million+: 0.50% $0 - $5 Million: 0.60% $5 Million+: 0.40%
Account minimum: $100,000
Main office location
Palouse Capital Management, Inc.
1212 N Washington Street, Suite 300
Spokane WA 99201, United States
Number of offices
3
Most active in
Palouse Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Florida · Idaho · Kentucky · Louisiana · Minnesota · Montana · New York · Oregon · South Carolina · Texas · Washington · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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