Pom Investment Strategies, LLC
● SEC registered since 2021CRD 317067SEC# 801-122681Raleigh, NC
Reg. AUM
$283.3M
Employees
18
Accounts
877
Location
Raleigh, NC
Pom Investment Strategies, LLC assets under management
Pom Investment Strategies, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2021. It reports $283.3 million in regulatory assets under management and employs 18 people.
Pom Investment Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Morgan Dunn | Managing Member | Under 5% | 2025 |
| Mursaleen Mohammad Tariq Control | Managing Member | 10-25% | 2025 |
| Radon Newton Stancil Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Pom Investment Strategies, LLC manage?
Pom Investment Strategies, LLC reports $283.3 million in regulatory assets under management on its Form ADV.
How many employees does Pom Investment Strategies, LLC have?
Pom Investment Strategies, LLC reports 18 employees.
Where is Pom Investment Strategies, LLC located?
Pom Investment Strategies, LLC is based in Raleigh, NC and has been SEC-registered since 2021.
Does Pom Investment Strategies, LLC disclose fund performance?
Pom Investment Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607 |
| Phone | 919-787-8866 |
| Fax | 919-944-4177 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$283.3M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$283.3Mregulatory AUM
Discretionary $283.3M