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PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573File 801-46893
APPROVED
Retail clients
Filing as of Apr 24, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$408.5M
Below cohort median (national)
Discretionary AUM
$174.2M
Non-discretionary $234.3M
Clients
887
950 accounts
Employees
3
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 30, 1994
- Principal office
- 1212 N WASHINGTON STREET, SUITE 300, SPOKANE, WA, 99201
- Phone
- (509) 624-5591
- Website
- HTTPS://WWW.PALOUSECAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $408.5M
- Discretionary AUM
- $174.2M
- Non-discretionary AUM
- $234.3M
- Discretionary accounts
- 321
- Non-discretionary accounts
- 629
- Total accounts
- 950
- AUM per client
- $461K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $130.1M |
| Corporations or other businesses not listed above | 10 | $10.1M |
| Individuals (other than high net worth individuals) | 837 | $268.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees (other than subscription fees)
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses or institutional clients
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Not reported
- Firm Custody Clients
- Not reported
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 3 | decreased by2 |
| Apr 1, 2026 | Clients | 767 | 887 | increased by120 |
| Apr 1, 2026 | AUM | $326,533,888 | $408,512,905 | increased by$81,979,017 |
| Apr 1, 2026 | Accounts | 892 | 950 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 494 | 767 | increased by273 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $264,363,444 | $326,533,888 | increased by$62,170,444 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 497 | 892 | increased by395 |
| Apr 1, 2022 | Clients | 510 | 494 | decreased by16 |
| Apr 1, 2022 | AUM | $234,130,196 | $264,363,444 | increased by$30,233,248 |
| Apr 1, 2022 | Accounts | 514 | 497 | decreased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALOUSE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALOUSE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.