Promethium
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 329565
- Registered since
- January 24, 2024
- Website
- promethiumadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.13%
- Individuals4.92%
- Corporations / Businesses1.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Promethium is an independent registered investment adviser organized as an LLC that began SEC registration in 2024 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and charges fees based on a percentage of assets under management. Alongside portfolio management and financial planning, its advisory services cover both individual/small business portfolios and management for larger business or institutional accounts; the firm also lists pension consulting among its advisory capabilities. Promethium operates an insurance brokerage as part of its business activities and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities69%
- Public Funds/Mutual Funds28%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Christopher Poch
Founder & CEOCRD 1190130
Contacts
3 of 5Bradley Stark
AssociateCRD 4094102
David Poch
Business Development AssociateCRD 8208323
Edward Giese
Vice President and Financial AdvisorCRD 5871989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$62.1M in ETFs
88%
$54.7M
12%
$7.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) | State Street | Passive | Ultrashort Bond | $13.1M | 131,967 | 21.11% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7272 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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