Poinciana Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Poinciana Advisors Group reports 112 clients. They include 76 high-net-worth individuals and 36 individual clients. Of its assets, 100.0% ($396M across 309 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 4% |
| High-net-worth individuals | 68% | 93% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $14.2M | 3.6% | $396K |
| High-net-worth individuals | 76 | $369M | 93.3% | $4.86M |
| Charitable organizations | Fewer than 5 | $636K | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $11.8M | 3.0% | — |
| Total | 112 | $396M | 100% | — |
- Clients
- 36
- Regulatory AUM
- $14.2M
- AUM share
- 3.6%
- Avg. per client
- $396K
- Clients
- 76
- Regulatory AUM
- $369M
- AUM share
- 93.3%
- Avg. per client
- $4.86M
- Clients
- Fewer than 5
- Regulatory AUM
- $636K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $11.8M
- AUM share
- 3.0%
- Avg. per client
- —
Total
- Clients
- 112
- Regulatory AUM
- $396M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Poinciana Advisors Group charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Employee Benefit Retirement Plan Services
- Plan services are charged quarterly as a percentage of plan assets, typically 0.20% to 1.00% a year, tiered by plan balance.
Matthew Stohlman owns 25% to 50% of Poinciana Advisors Group. The leadership team of Poinciana Advisors Group includes Chief Compliance Officer Joshua Angell. It has 2 employees, 1 of them in advisory roles.
Leadership
- Joshua AngellChief Compliance Officer/Manager/CIO/COO
- Matthew SmithMember and Manager
- Matthew StohlmanMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Joshua Barron Angell
- Matthew Scott Stohlman
- Robert Donovan Williams
Staff
- 2 employees
- 1 in advisory functions
- 2 state-registered reps
- 2 soliciting firms
- Owns 25% to 50% of Poinciana Advisors Group, LLC
Matthew Stohlman
Control person · since July 2005
- Owns 25% to 50% of Poinciana Advisors Group, LLC
Matthew Smith
Control person · since January 2012
- Owns 25% to 50% of Poinciana Advisors Group, LLC
The Barrons Group, LLC
Control person · since January 2018
- Owns 75% or more of The Barrons Group, LLC
Joshua Angell
Control person · since January 2018
Poinciana Advisors Group’s regulatory assets grew 3.2× from $125M (March 2021) to $396M (March 2026); clients rose from 59 to 112 and employees fell from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $396M | 112 | 2 | 1 |
| May 2025 | $336M | 88 | 2 | 1 |
| March 2024 | $210M | 84 | 4 | 1 |
| July 2023 | $184M | 76 | 3 | 1 |
| February 2022 | $182M | 67 | 4 | 1 |
| March 2021 | $125M | 59 | 4 | 1 |
Besides its headquarters, Poinciana Advisors Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 3300 Pga Boulevard, Suite 200, Palm Beach GardensHQ
Contact and registration details
- Legal name
- Poinciana Advisors Group, LLC
- Headquarters
- 3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410
- Website
- poincianagroup.com
- Phone
- 561-296-0100
- @poinciana-advisors-group-llc
- SEC file
- 801-118568
- Founded
- 2006
- Structure
- Florida LLC
- Fiscal year end
- December
Poinciana Advisors Group uses Fidelity ($382M) as custodian for its separately managed accounts. Poinciana Advisors Group has custody of $53.8M in client assets for 15 clients.
- FidelityNational Financial Services LLC · Boston, MA · $382M100%
At year end, Poinciana Advisors Group’s separately managed accounts were mostly in funds (51%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $135M across 113 positions; the largest are American Centy ETF TR (13.7%), Dimensional ETF Trust (7.3%) and Vanguard Scottsdale Fds (6.8%).
What the accounts hold
- Stocks14%
- Funds51%
- Registered funds50%
- Pooled vehicles1%
- Bonds20%
- State and local bonds11%
- U.S. government and agency bonds9%
- Cash13%
- Other1%
- Two funds held in a fidelity variable annuity and combination of percentages under 0.1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $135M
- Reported 13F value
- 113
- Positions
- 55.7%
- In the 10 largest
- +6.4%
- Value vs. prior quarter
- American Centy ETF TR · US EQT ETF13.7%
- Dimensional ETF Trust · US Cor Equ 2 ETF7.3%
- Vanguard Scottsdale Fds · Inter Term Treas6.8%
- American Centy ETF TR · Intl Smcp Vlu6.7%
- EA Series Trust · Brid Omn Sma ETF5.4%
- Vanguard Malvern Fds · Strm Infproidx3.9%
- American Centy ETF TR · Avantis Emgmkt3.5%
- Dimensional ETF Trust · Internatnal Val3.4%
- Dimensional ETF Trust · US Equi Mark ETF2.7%
- Dimensional ETF Trust · Intl Core EQT MK2.3%
Together, the ten largest are 55.7% of reported value.
How many clients does Poinciana Advisors Group have?
Poinciana Advisors Group has 112 clients and manages $396 million for them, as of March 2026. They include 76 high-net-worth individuals and 36 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Poinciana Advisors Group offer?
Poinciana Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Poinciana Advisors Group charge?
Poinciana Advisors Group charges up to 1.25% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is negotiable.
Source: POINCIANA ADVISORS GROUP, LLC FORM ADV PART 2, filed 24 March 2026
Which custodians does Poinciana Advisors Group use?
Poinciana Advisors Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $382M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Poinciana Advisors Group have?
Poinciana Advisors Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Poinciana Advisors Group invest in?
At the end of its last fiscal year, Poinciana Advisors Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 13% cash and equivalents, 11% state and local bonds, 9% U.S. government and agency bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Two Funds Held in A Fidelity Variable Annuity and Combination of Percentages Under 0.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Poinciana Advisors Group?
Poinciana Advisors Group is owned through a holding company by Joshua Angell. Its direct owners are Matthew Stohlman, Matthew Smith and the Barrons Group, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Poinciana Advisors Group get paid?
Poinciana Advisors Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Poinciana Advisors Group registered with the SEC?
Yes, Poinciana Advisors Group has been registered with the SEC as an investment adviser since 28 April 2020. Its CRD number is 137423 and its SEC file number is 801-118568.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Poinciana Advisors Group?
Poinciana Advisors Group’s main office is at 3300 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410. Its phone number is 561-296-0100. Its website is poincianagroup.com.