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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Poinciana Advisors Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Poinciana Advisors Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Poinciana Advisors Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Poinciana Advisors Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Poinciana Advisors Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Poinciana Advisors Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Poinciana Advisors Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Poinciana Advisors Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Poinciana Advisors Group?","answer":"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. 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