Pom Investment Strategies, Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 329
- Avg AUM / client
- $861K
- Accounts
- 877
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $105M | 36.9% |
| High net worth individuals | 150 | $176M | 62.0% |
| Pension and profit sharing plans | 5 | $3.1M | 1.08% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Radon Newton Stancil | Managing Member & Chief Compliance Officer | CFP | Sep 2021 (5y) | 75% or more |
| Nicholas Charles Hymanson | Registered representative | CFP | Nov 2021 (5y) | |
| Mursaleen Mohammad Tariq | Registered representative | CFP | Dec 2021 (5y) | |
| Lauren Marie Stancil | Registered representative | Jan 2022 (5y) | ||
| Taylor Kay Wolverton | Registered representative | CFP | Nov 2022 (4y) | |
| Joshua Bennett Burgess | Registered representative | CFP | May 2024 (2y) | |
| Nicholas Jon Tolerton | Registered representative | Jul 2025 (1y) | ||
| Aralys Mari Castillo | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1010 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $246M (87% of AUM) Apr 2026
- Nationwide Advisory Solutions $34.3M (12% of AUM) Apr 2026
- Fidelity Brokerage Services $3.1M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗