Poinciana Advisors Group, LLC
● SEC registered since 2020CRD 137423SEC# 801-118568Palm Beach Gardens, FL
Reg. AUM
$396M
Employees
2
Accounts
309
Location
Palm Beach Gardens, FL
Poinciana Advisors Group, LLC assets under management
Poinciana Advisors Group, LLC is a registered investment adviser overseen by the SEC based in Palm Beach Gardens, FL. The firm has been registered since 2020. It reports $396 million in regulatory assets under management and employs 2 people.
Poinciana Advisors Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Barron Angell Control | Chief Compliance Officer/Manager/Cio/Coo | Under 5% | 2018 |
| Matthew Curtis Smith Control | Member And Manager | 25-50% | 2012 |
| Matthew Scott Stohlman Control | Member | 25-50% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Poinciana Advisors Group, LLC manage?
Poinciana Advisors Group, LLC reports $396 million in regulatory assets under management on its Form ADV.
How many employees does Poinciana Advisors Group, LLC have?
Poinciana Advisors Group, LLC reports 2 employees.
Where is Poinciana Advisors Group, LLC located?
Poinciana Advisors Group, LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2020.
Does Poinciana Advisors Group, LLC disclose fund performance?
Poinciana Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410 |
| Phone | 561-296-0100 |
| Fax | 561-626-3934 |
| Office hours | 8:00 a.m. To 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$396Mregulatory AUM
Discretionary $396M