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| Happy Holidays!! thanks for using AUM13F!! |
| POM Investment Strategies LLC
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| CRD # | 317067 |
| SEC # | 801-122681 |
| CIK # | 0001906322 |
| AUM | $214.1 M (2025-05-28) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 919-787-8866 |
| Address | 4101 Lake Boone Trail Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906322 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 1.5 | ||
| Apple Inc | 1.3 | ||
| Johnson & Johnson | 0.4 | ||
| International Business Machines Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
| Costco Wholesale Corp /NEW | 0.2 | ||
| Denali Holding Inc | 0.1 | ||
| Grayscale Bitcoin Trust BTC | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 124.4 |
| (b) Individuals (high net worth individuals) | 59 | 87.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 783 | 214.1 |
| By Discretionary | ||
| Discretionary | 729 | 203.0 |
| Non-Discretionary | 54 | 11.1 |
| Total | 783 | 214.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.1 | |
| Total | 783 | 214.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001906322] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dorian Eason Asset Management LLC
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|
TN | 0.2 |
|
Lynx Advisory Partners LLC
✚
|
FL | 0.2 |
|
Main Street Investment Advisors LLC
✚
|
IL | 0.2 |
|
Processus Wealth & Capital Management LLC
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|
0.2 | |
|
Barnstone Advisors LLC
✚
|
PA | 0.2 |
|
Spring Capital Management LLC
✚
|
TX | 0.2 |
|
Lewis Asset Management LLC
✚
|
CA | 0.2 |
|
Financial Guidance Group Inc
✚
|
0.2 | |
|
CPR Investments Inc
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|
MI | 0.2 |
|
Cmbidwell & Associates Ltd
✚
|
0.2 |