Pom Investment Strategies provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Pom Investment Strategies reports 329 clients. They include 174 individual clients, 150 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($283M across 877 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 37% |
| High-net-worth individuals | 46% | 62% |
| Pension and profit-sharing plans | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 174 | $105M | 36.9% | $601K |
| High-net-worth individuals | 150 | $176M | 62.0% | $1.17M |
| Pension and profit-sharing plans | 5 | $3.06M | 1.1% | $613K |
| Total | 329 | $283M | 100% | $861K |
- Clients
- 174
- Regulatory AUM
- $105M
- AUM share
- 36.9%
- Avg. per client
- $601K
- Clients
- 150
- Regulatory AUM
- $176M
- AUM share
- 62.0%
- Avg. per client
- $1.17M
- Clients
- 5
- Regulatory AUM
- $3.06M
- AUM share
- 1.1%
- Avg. per client
- $613K
Total
- Clients
- 329
- Regulatory AUM
- $283M
- AUM share
- 100%
- Avg. per client
- $861K
- 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
- 101–250
Pom Investment Strategies charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $800,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is a fixed fee agreed in advance, ranging from $2,500 to $10,000. Financial planning is included in the investment management fee when the firm manages the assets.
Radon Stancil owns 75% or more of Pom Investment Strategies. The leadership team of Pom Investment Strategies includes Chief Compliance Officer Radon Stancil. It has 18 employees, 7 of them in advisory roles.
Leadership
- Radon StancilManaging Member & Chief Compliance Officer
- Morgan DunnManaging Member
- Mursaleen TariqManaging Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Joshua Bennett Burgess
- Aralys Mari Castillo
- Nicholas Charles Hymanson
- Lauren Marie Stancil
- Radon Newton Stancil
- Mursaleen Mohammad Tariq
- Nicholas Jon Tolerton
- Taylor Kay Wolverton
Staff
- 18 employees
- 7 in advisory functions
- 7 state-registered reps
- 5 insurance agents
- Owns 75% or more of Pom Investment Strategies, LLC
Radon Stancil
Control person · since September 2021
- Owns 10% to 25% of Pom Investment Strategies, LLC
Mursaleen Tariq
Control person · since January 2025
Pom Investment Strategies’ regulatory assets grew 2.0× from $142M (June 2022) to $283M (September 2026); clients rose from 187 to 329 and employees from 4 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $283M | 329 | 18 | 3 |
| May 2025 | $214M | 242 | 7 | 2 |
| March 2024 | $169M | 253 | 7 | 2 |
| April 2023 | $137M | 636 | 7 | 2 |
| June 2022 | $142M | 187 | 4 | 1 |
Besides its headquarters, Pom Investment Strategies has 2 offices (1 private residence, listed without an address), with 2 listed addresses in North Carolina.
North Carolina · 2 listed addresses
- 4101 Lake Boone Trail, Suite 111, RaleighHQ
- 1414 Raleigh Road, Chapel Hill
Contact and registration details
- Legal name
- Pom Investment Strategies, LLC
- Headquarters
- 4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607
- Phone
- 919-787-8866
- @1463247
- SEC file
- 801-122681
- Founded
- 2021
- Structure
- North Carolina LLC
- Fiscal year end
- December
Pom Investment Strategies uses Charles Schwab ($246M, 87%), Nationwide Advisory Solutions ($34.3M, 12%) and Fidelity ($3.13M, 1%) as custodians for its separately managed accounts. Pom Investment Strategies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. Advisor Services · San Francisco, CA · $246M87%
- Nationwide Advisory SolutionsNationwide Advisory Solutions · Louisville, KY · $34.3M12%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $3.13M1%
At year end, Pom Investment Strategies’ separately managed accounts were mostly in funds (87%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $88.3M across 350 positions; the largest are Aim ETF Products Trust (14.1%), Aim ETF Products Trust (9.5%) and Aim ETF Products Trust (9.1%).
What the accounts hold
- Stocks10%
- Funds87%
- Cash3%
Reported 13F holdings
- $88.3M
- Reported 13F value
- 350
- Positions
- 72.9%
- In the 10 largest
- +9.6%
- Value vs. prior quarter
- Aim ETF Products Trust · Allia US May ETF14.1%
- Aim ETF Products Trust · Allia US Jan ETF9.5%
- Aim ETF Products Trust · Allia US Jun ETF9.1%
- Aim ETF Products Trust · Allia US Feb ETF8.2%
- First TR Exchng Traded FD VI · FT Vest U.s EQT8.2%
- Aim ETF Products Trust · Allianzim US EQT7.5%
- Elevation Series Trust · True SE Buff ETF6.7%
- Pimco ETF TR · Ultr SH GO AC FD5.2%
- Aim ETF Products Trust · Allianzim US EQT2.2%
- Elevation Series Trust · True QU Bear ETF2.2%
Together, the ten largest are 72.9% of reported value.
How many clients does Pom Investment Strategies have?
Pom Investment Strategies has 329 clients and manages $283 million for them, as of September 2026. They include 174 individual clients, 150 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Pom Investment Strategies offer?
Pom Investment Strategies provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
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 Pom Investment Strategies charge?
Pom Investment Strategies charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $800,000.
Which custodians does Pom Investment Strategies use?
Pom Investment Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. Advisor Services (San Francisco, CA), with $246M, Nationwide Advisory Solutions (Louisville, KY), with $34.3M and Fidelity Brokerage Services LLC (Smithfield, RI), with $3.13M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Pom Investment Strategies have?
Pom Investment Strategies has 7 investment adviser representatives registered with state securities authorities, out of 18 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are 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 Pom Investment Strategies invest in?
At the end of its last fiscal year, Pom Investment Strategies’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Pom Investment Strategies have a minimum investment?
Yes, Pom Investment Strategies’ minimum account size for its Investment Management Services is $800K.
Who owns Pom Investment Strategies?
Pom Investment Strategies’ direct owners are Radon Stancil (75% or more) and Mursaleen Tariq (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Pom Investment Strategies get paid?
Pom Investment Strategies is paid through a percentage of assets under management and fixed fees. 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
How do I contact Pom Investment Strategies?
Pom Investment Strategies’ main office is at 4101 Lake Boone Trail, Suite 111, Raleigh, NC 27607. Its phone number is 919-787-8866. Its website is peaceofmindwealthmanagement.com.