Promethium Advisors, Llc
- Regulatory AUM
- $235M
- Discretionary
- $235M
- Clients
- 287
- Avg AUM / client
- $820K
- Accounts
- 287
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Investments (13F portfolio — 112 positions, $193,103,380)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $14,071,357 | 141,506 | 7.29% | 5.98% |
| 2 | Apple Inc | COM | $13,727,289 | 54,089 | 7.11% | 5.84% |
| 3 | Texas Pacific Land Corporati | COM | $10,685,198 | 22,516 | 5.53% | 4.54% |
| 4 | Alphabet Inc | CAP STK CL A | $6,712,609 | 23,343 | 3.48% | 2.85% |
| 5 | Alphabet Inc | CAP STK CL C | $6,622,737 | 23,087 | 3.43% | 2.82% |
| 6 | Johnson & Johnson | COM | $6,276,069 | 25,675 | 3.25% | 2.67% |
| 7 | Altria Group Inc | COM | $5,280,523 | 78,755 | 2.73% | 2.24% |
| 8 | Cme Group Inc | COM | $5,163,013 | 17,481 | 2.67% | 2.19% |
| 9 | Landbridge Company Llc | CL A | $4,642,788 | 67,238 | 2.4% | 1.97% |
| 10 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $4,414,407 | 87,224 | 2.29% | 1.88% |
| 11 | Ishares Tr | 7-10 YR TRSY BD | $4,411,428 | 46,222 | 2.28% | 1.88% |
| 12 | Cboe Global Mkts Inc | COM | $4,290,534 | 15,265 | 2.22% | 1.82% |
| 13 | Abbvie Inc | COM | $3,829,017 | 17,605 | 1.98% | 1.63% |
| 14 | Hershey Co | COM | $3,325,824 | 15,998 | 1.72% | 1.41% |
| 15 | Nasdaq Inc | COM | $3,042,033 | 35,835 | 1.58% | 1.29% |
| 16 | Caseys Gen Stores Inc | COM | $2,956,567 | 4,062 | 1.53% | 1.26% |
| 17 | Broadstone Net Lease Inc | COM | $2,906,331 | 156,570 | 1.51% | 1.24% |
| 18 | Caterpillar Inc | COM | $2,880,598 | 4,066 | 1.49% | 1.22% |
| 19 | Intercontinental Exchange In | COM | $2,871,618 | 18,258 | 1.49% | 1.22% |
| 20 | Ishares Tr | U.S. TECH ETF | $2,773,005 | 15,285 | 1.44% | 1.18% |
| 21 | Tjx Cos Inc New | COM | $2,751,152 | 17,227 | 1.42% | 1.17% |
| 22 | Ishares Bitcoin Trust Etf | SHS BEN INT | $2,715,141 | 70,670 | 1.41% | 1.15% |
| 23 | Bristol Myers Squibb Co | COM | $2,708,023 | 44,650 | 1.4% | 1.15% |
| 24 | J P Morgan Exchange Traded F | SHORT DURA CORE | $2,509,975 | 53,065 | 1.3% | 1.07% |
| 25 | Mcdonalds Corp | COM | $2,372,260 | 7,633 | 1.23% | 1.01% |
Top 25 of 112 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 69 | $11.6M | 4.92% |
| High net worth individuals | 208 | $219M | 93.1% |
| Corporations and other businesses | 10 | $4.6M | 1.95% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Francis Poch | Founder/Managing Director | Feb 2024 (3y) | 75% or more | |
| Plummer, Christopher, George | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Edward Marshall Giese | Registered representative | Feb 2024 (2y) | ||
| Eliza Cody Jeffereis | Registered representative | Oct 2024 (2y) | ||
| David Poch | Registered representative | Jan 2026 (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) | 03/26/2026 | 956 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $170M (72% of AUM) Mar 2026
- Fidelity Brokerage Services $63.3M (27% 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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗