PROMETHIUM

RIASEC RegisteredEst. 2024
Total AUM
$235M
Discretionary
$235M
100% of AUM
Avg account
$820K
Accounts
287
Employees
4
Advisory reps
5

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

FINTRX

Overview

Promethium is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. Ownership is held by an individual and the firm serves both high-net-worth individuals and families as well as institutional clients. Its fee model is asset-based (percentage of AUM), and the firm also operates as an insurance broker. Advisory services cover comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. The firm lists pension consulting among its offerings. Promethium does not identify as an active ESG investor, and it is not structured as a capital allocator or a multi-state adviser per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 28%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%69%
  • 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 4

  • David Poch

    Business Development AssociateCRD 8208323

  • EDWARD GIESE

    Vice President and Financial AdvisorCRD 5871989

  • Eliza Jeffereis

    Client Service AssociateCRD 7996275

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$62.1M in ETFs

Passive

89%

$55.1M

Active

11%

$7M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS)State StreetPassiveUltrashort Bond$14.1M141,50622.67%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth