# Poehls Associates LLC

> Poehls Associates LLC is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 285585
- Filed as: POEHLS ASSOCIATES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285585
- AdvisorCensus page: https://advisorcensus.com/firm/poehls-associates-llc-285585

## Quick answers

**How is Poehls Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Poehls Associates LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Poehls Associates LLC registered with the SEC or a state?**
Poehls Associates LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285585.

**How much does Poehls Associates LLC manage?**
Poehls Associates LLC reports $53,506,906 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Poehls Associates LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (4); charitable organizations (1).

**Does Poehls Associates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285585

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $53,506,906
- Discretionary: $53,506,906
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $2,067,261 |
| High net worth individuals | 5 | $17,503,070 |
| Charitable organizations | 1 | $6,273,378 |
| Other | 1 | $27,663,197 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poehls Associates LLC (CRD 285585): Form ADV filing data as of October 2026.