Data / Investment advisers / Florida / Poinciana Advisors Group, LLC
Poinciana Advisors Group, LLC, Palm Beach Gardens, FL: $396 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Poinciana Advisors Group, LLC is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $396 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Poinciana Advisors Group, LLC (CRD number 137423): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 137423
- SEC file number
- 801-118568
- SEC status
- Approved, effective April 28, 2020
- Main office
- 3300 Pga Boulevard Suite 200, Palm Beach Gardens, FL 33410
- Phone
- (561) 296-0100
- Website
- poincianagroup.com
- Regulatory AUM
- $395,993,450 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $395,993,450
- Accounts
- 309
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $369.3 million |
| Individuals (other than high net worth individuals) | 36 | $14.2 million |
| Corporations or other businesses | Fewer than 5 | $11.8 million |
| Charitable organizations | Fewer than 5 | $635,894 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $396 million | March 24, 2026 |
| December 1, 2025 | $336.3 million | May 20, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Zega Investments, LLC | Palm Beach Gardens | $614 million | Not listed | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | adviserinfo.sec.gov |
| Atticus Wealth Management | Palm Beach Gardens | $565.3 million | Not listed | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | Not listed | adviserinfo.sec.gov |
| Global Trust | Palm Beach Gardens | $450.2 million | Not listed | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | adviserinfo.sec.gov |
| Win Advisors, Inc | Palm Beach Gardens | $266.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Poinciana Advisors Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.