Spencer T. Shelman

PALOUSE CAPITAL MANAGEMENT

Spokane, WA 99201

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CRD#: 5720038

Professional summary

Spencer Thomas Shelman is a registered financial advisor currently at PALOUSE CAPITAL MANAGEMENT, INC. located in Spokane, Washington.

Spencer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Spencer has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Thomas Shelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2015 - Present

PALOUSE CAPITAL MANAGEMENT, INC.

Office #1: 1212 N Washington Street Suite 300, Spokane, WA 99201

RIA

CRD#: 104573

Spokane, WA

Past

December 12, 2013 - June 25, 2015

SIGNIA CAPITAL MANAGEMENT

RIA

CRD#: 121505

SPOKANE, WA

Past

September 29, 2011 - November 8, 2013

ASSET PLANNING & MANAGEMENT, INC.

RIA

CRD#: 116833

SPOKANE, WA

Past

September 30, 2009 - August 11, 2011

ICM ASSET MANAGEMENT INC

RIA

CRD#: 105046

SPOKANE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PALOUSE CAPITAL MANAGEMENT, INC.

KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA

Registered Investment Advisory firm - (6/30/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(9/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2009

Uniform Investment Adviser Law Examination

Current Firm

PALOUSE CAPITAL MANAGEMENT, INC.

KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA

Registered Investment Advisory firm - (6/30/1994 Approved)

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Contact information

Main Address

1212 N Washington Street Suite 300, Spokane, WA 99201

Mailing Address

Phone number

(509) 624-5591

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)

PCM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	892
AUM (Assets Under Management)	$ 326,533,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Spencer T. Shelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spencer Thomas Shelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALOUSE CAPITAL MANAGEMENT, INC.

SIGNIA CAPITAL MANAGEMENT

ASSET PLANNING & MANAGEMENT, INC.

ICM ASSET MANAGEMENT INC

Primary Firm SEC Registration

PALOUSE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2009

Current Firm

PALOUSE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALOUSE CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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