RPOA Advisors Inc

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Assets, Funds, Holdings

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RPOA Advisors Inc
CRD #157222
SEC #801-72262
CIK #0001963326
AUM $4.0 B (2025-07-30)
Employees 126 (27% Investors, 0% Brokers)
Phone469-246-3600
Address2820 Dallas Parkway
Plano, TX 75093
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
5.04.03.02.01.00.02011201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 5,810 2.0
(b) Individuals (high net worth individuals) 976 1.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 41 0.1
(n) Other 0 0.0
Total 15,760 4.0
By Discretionary
Discretionary 15,760 4.0
Non-Discretionary 0 0.0
Total 15,760 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 15,760 4.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001963326]
Comparable Firms State AUM ($B)
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5.1
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Connecticut Wealth Management LLC
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Pittenger & Anderson Inc
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Sigfig Wealth Management LLC
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Northeast Investment Management Inc
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Montag A & Associates Inc
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