RIA Intel›Advisers›Maryland›POISE INVESTMENT ADVISORS

POISE INVESTMENT ADVISORS

Advisory

Data as of Jul 1, 2026 · Source: SEC Form ADV

Average account

$108K

across 12 accounts

AUM per adviser

$650K

2 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

KRH INVESTMENTS, LLC

$1M

LOCKSTEP FINANCIAL LLC

$1M

NOON INVESTMENT MANAGEMENT LLC

$1M

ROBINSON CAPITAL GROUP

$1M

GENESIS CAPITAL MANAGEMENT, LLC

$2M

BACZKOWSKI & COMPANY

$2M

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