Poinciana Advisors Group, LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 137423
- Registered since
- April 28, 2020
- Website
- www.poincianagroup.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.26%
- Individuals3.6%
- Corporations / Businesses2.98%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Poinciana Advisors Group, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves individual and family clients on a percentage-of-assets fee model and describes itself as a capital allocator that also selects outside managers. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting, and the selection of third‑party advisers. The firm does not identify as an active ESG investor and reports affiliations with an accountant and a real estate broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities14%
- Cash & Cash Equivalents13%
- State & Local Bonds11%
- US Government Bonds9%
Owners & executives
1 of 1
Joshua Angell
Chief Investment Officer & Chief Compliance OfficerCRD 5754377
Contacts
3 of 3Matthew Smith
Founding MemberCRD 6175693
Matthew Stohlman
Founding Member and Financial AdvisorCRD 5060574
Robert Williams
Client Services AssociateCRD 8301109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$103M in ETFs
24%
$24.5M
76%
$78.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $18.5M | 144,854 | 17.93% |
Location
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 3300 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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