Poinciana Advisors Group, Llc
- Regulatory AUM
- $396M
- Discretionary
- $396M
- Clients
- 112
- Avg AUM / client
- $3.5M
- Accounts
- 309
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $14.2M | 3.6% |
| High net worth individuals | 76 | $369M | 93.3% |
| Charitable organizations | Fewer than 5 clients | $636K | 0.16% |
| Corporations and other businesses | Fewer than 5 clients | $11.8M | 2.98% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Scott Stohlman | Member | Jul 2005 (21y) | 25% – 50% | |
| Joshua Barron Angell | Chief Compliance Officer/Manager/Cio/Coo | CFA | May 2010 (16y) | ≈ 18.75% – 50% via The Barrons Group, Llc |
| Smith, Matthew, Curtis | Member And Manager | Jan 2012 (15y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Barrons Group, Llc | Member | Mar 2020 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joshua Barron Angell: 75% – 100% of The Barrons Group, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.03 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $382M (96% of AUM) Mar 2026
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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗