RIA Intel›Advisers›North Carolina›POM INVESTMENT STRATEGIES, LLC

POM INVESTMENT STRATEGIES, LLC

Advisory

N·RALEIGH, NC

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM
$283M
1-Year AUM Growth
+23.3%
3-Year CAGR
+6.5%
Employees
7
Assets Under Management
Total AUM$283M
Discretionary AUM$283M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients242
Team
Total Employees7
Investment Advisers18
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingOct 12, 2021
Latest FilingJul 28, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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