RIA Intel›Advisers›Washington›PALOUSE CAPITAL MANAGEMENT, INC.

PALOUSE CAPITAL MANAGEMENT, INC.

Advisory

N·SPOKANE, WA

Data as of Apr 24, 2026 · Source: SEC Form ADV

Total AUM

$409M

1-Year AUM Growth

+42.8%

3-Year CAGR

+7.2%

Employees

2

Assets Under Management

Total AUM$409M

Discretionary AUM$174M

Non-Discretionary AUM$234M

Discretionary %42.7%

Total Clients767

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record65

First FilingOct 27, 2000

Latest FilingApr 24, 2026

🔒 Full AUM trend chart and 65 historical filings spanning 26+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PALOUSE CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.