PALM BEACH GARDENS, FLCRD 137423Latest ADV March 24, 2026
Poinciana Advisors Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated March 24, 2026, reports $396M in regulatory assets under management, 2 employees, and 309 accounts.
Assets Under Management
$396M
Employees
2
Offices
--
Total Clients
112
Primary office
PALM BEACH GARDENS, FL
3300 PGA BOULEVARD, SUITE 200, PALM BEACH GARDENS, FL, United States
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
76
2
Individuals
32.1%
36
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of March 24, 2026
Discretionary100.0%
$396M
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$396M
Total Accounts309
10Y AUM Change+$293M (+283.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee56:1
10Y Employee Change-1 (-33.3%)
* 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.