AdFi
PC

PALOUSE CAPITAL MANAGEMENT, INC.

SEC Registered

Providing value investing strategies to institutional and individual investors since 1994

SPOKANE, WAhttps://palousecap.com(509) 624-5591
Assets Under Management
$100M–$500M
Year Founded
1994
Employees
3
Office Locations
3 offices
Total Accounts
950

About the firm

Palouse Capital Management, Inc. is a 100% employee owned registered investment adviser offering a comprehensive range of investment strategies to a broad audience of equity investors. The firm applies a fundamental value approach to every investment decision, seeking securities that are temporarily mispriced relative to their long-term fundamentals.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit Sharing

Areas of expertise

Value InvestingFundamental ValueSmall/mid CapLarge CapDiversified IncomeEquity StrategiesRegistered Investment AdviserLong-term Capital Appreciation

Services

Palouse Capital offers multiple investment strategies including a Small/Mid Value Strategy, Diversified Income Strategy, Large-Cap Value Total Return Strategy, All Cap Tilt Strategy, and Large Cap Value Strategy, all based on a fundamental value approach to security selection.

investment_managementtax_planning

Who they serve

Institutional and individual investors; a broad audience of equity investors

Client segmentClientsAssets managed
Individuals (Non-HNW)837$268M
High Net Worth Individuals40$130M

629 total clients reported on Form ADV.

Leadership

Kenneth Melvin Roberts
CHIEF INV. OFFICER, CHAIRMAN, TREASURER
Leslie Jo Yates
PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY
Elizabeth Jean Gabriel
BUSINESS DEVELOPMENT & CLIENT RELATIONS/DIRECTOR/VICE PRESIDENT
Jeffrey William Trudeau
PORTFOLIO MANAGER & SENIOR TRADER/DIRECTOR

Office locations

3 offices in 2 states
WA
SPOKANEHQ
OR
PORTLAND
WA
SPOKANE VALLEY

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#104573
SEC Number
801-46893
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $100,000 (waivable)

Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PALOUSE CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
PALOUSE CAPITAL MANAGEMENT, INC. | AdvisorFinder