Neumeier Poma Investment Counsel Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 74
- Avg AUM / client
- $18.6M
- Accounts
- 109
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $8.6M | 0.63% |
| High net worth individuals | 21 | $129M | 9.42% |
| Pooled investment vehicles (non-investment companies) | 1 | $66.3M | 4.82% |
| Pension and profit sharing plans | Fewer than 5 clients | $161M | 11.7% |
| Charitable organizations | 29 | $494M | 35.9% |
| State or municipal government entities | 6 | $483M | 35.2% |
| Corporations and other businesses | Fewer than 5 clients | $32.4M | 2.36% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $60.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Nic Fund | Other Private Fund | California | $60.2M | 83 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carpenters Pension Trust Fund Of St. Louis Trustees Of Carpenters Benefit Plans Of St. Louis | St. Louis, MO | 2024 |
| Bert Bell/Pete Rozelle Nfl Player Retirement Plan Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Neumeier, Gillian, Barbara | Co Trustee | Jan 1997 (30y) | 50% – 75% of Neumeier Family Trust (indirect) | |
| Neumeier, Peter, Lindsay | Manager, Member & President | Jan 1997 (30y) | 50% – 75% of Neumeier Family Trust (indirect) | |
| Poma, Brian, David | Member & Chief Executive Officer | Jul 2008 (18y) | 50% – 75% | |
| Blackburn, Darcy, Leonard | Chief Compliance Officer | Apr 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Neumeier Family Trust U/A/D August 26, 1994 | Member | Jan 1997 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $60.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Nic Fund | Other Private Fund | $60.2M | $0 | 83 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carpenters Pension Trust Fund Of St. Louis | Trustees Of Carpenters Benefit Plans Of St. Louis | 11,875 | $3.4B | 05/01/2024 |
| Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2,517 | $4.0B | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $288M (21% of AUM) May 2026
- State Street $230M (17% of AUM) May 2026
- BNY Mellon $180M (13% of AUM) May 2026
- Huntington National Bank $157M (14% of AUM) May 2020
- Bmo Harris Bank N.A. $148M (12% of AUM) May 2023
- Fifth Third Bank $122M (10% of AUM) May 2023
- Charles Schwab & Co. $119M (11% of AUM) May 2025
- Midwest Institutional Trust Company $118M (9% of AUM) May 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗