RIA Intel›Advisers›Pennsylvania›POXONO CAPITAL LLC

POXONO CAPITAL LLC

Advisory

PA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,270

of 1,528 advisers by AUM

Average account

$219K

across 82 accounts

AUM per adviser

$4M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY, PA, TN, TX

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

50 clients

32 high-net-worth

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

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