Neumeier Poma Investment Counsel LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, CA. Its latest Form ADV filing, dated May 20, 2025, reports $1.1B in regulatory assets under management, 11 employee, and 108 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
--
Total Clients
74
Primary office
CARMEL, CA
26435 CARMEL RANCHO BOULEVARD, SUITE 200, CARMEL, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 37.8% of total clients.
Top client categories% of clientsClients
1
Charitable
37.8%
28
2
HNWI
31.1%
23
3
Individuals
23.0%
17
4
Government
6.8%
5
5
Pooled Investment Vehicles
1.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of May 20, 2025
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts108
10Y AUM Change+$402M (+58.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee7:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.