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| Keyboard |
| RPOA Advisors Inc
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|
|---|---|
| CRD # | 157222 |
| SEC # | 801-72262 |
| CIK # | 0001963326 |
| AUM | 3,588.7 M (2026-04-20) |
| Employees | 126 (21% Investors, 0% Brokers) |
| Phone | 469-246-3600 |
| Address | 2820 Dallas Parkway Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,509 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,116 | 2.0 |
| (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 | 32 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,358 | 3.6 |
| By Discretionary | ||
| Discretionary | 13,278 | 3.6 |
| Non-Discretionary | 80 | 0.0 |
| Total | 13,358 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 13,358 | 3.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963326] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Retail |
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