Pmd Advisory is an SEC registered investment adviser organized as a corporation with a primary office location in Hoover, AL. Its latest Form ADV filing, dated March 31, 2026, reports $112M in regulatory assets under management, 7 employees, and 254 accounts.
Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
93
2
HNWI
25.2%
37
3
Pension Plans
11.6%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of March 31, 2026
Discretionary81.3%
$91M
81% of total RAUM81.3%
Non-discretionary18.7%
$21M
19% of total RAUM18.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$112M
Total Accounts254
10Y AUM Change$-7M (-5.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee21:1
10Y Employee Change+3 (+75.0%)
* 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.