P
Poehls Associates LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,570,331
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,174,481
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
Portfolio management
Expertise
Active portfolio management
Fee options
0.25% - 0.50% annually
Account minimum: $500,000
Main office location
Poehls Associates LLC
Boulder CO, United States
Number of offices
1
Most active in
Poehls Associates LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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.
Forms ADV
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