David Poch
Advisor at Promethium
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Poch is a financial advisor at Promethium with a Series 65 designation and one year of industry experience. Prior to joining Promethium, he worked for Challenger Performance Optimization, Inc. and held roles at Miami University and Archbishop Moeller High School. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutional clients. The firm uses a combination of active and passive strategies, tactical asset allocation, and alternative investments to construct diversified portfolios tailored to client objectives.
Expertise
Based on Promethium
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees may be charged for financial planning and consulting services
up to 1% annually, may be flat or tiered depending on client
Minimum fee: May include a minimum annual fee; specific amount not stated Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees also offered on a fee basis
Location
7272 Wisconsin Ave, 10 105
Bethesda, MD 20814
Most active in
David P has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Promethium
2026 - Present (1 year)
Challenger Performance Optimization, Inc
2020 - 2025 (5 years)
Miami University
2016 - 2020 (4 years)
Archbishop Moeller High School
2012 - 2016 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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