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Poinciana Advisors Group, LLC

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Client assets under management

$383,570,139

Clients

112

68% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

56

Typical

Average account size

$3,424,733

About

Poinciana Advisors Group (PAG) provides discretionary portfolio management and retirement plan advisory services to individuals, qualified retirement plans, trusts, corporations and small businesses. The firm also offers broader financial planning and consulting on matters such as tax, estate, retirement and cash‑flow planning and reports managing roughly $396 million across its client base.

PAG’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, primarily passive allocations implemented through mutual funds, ETFs and model portfolios, with written investment policy statements and periodic reviews. The firm relies on third‑party resources including Dimensional Fund Advisors for research and funds and Focus Partners Advisor Solutions for back‑office support and fixed‑income sub‑advisory services, and may use Monte Carlo analysis in planning.

The brochure discloses features that distinguish PAG from many peers: a high level of assets per advisor, an affiliation with an accounting firm (Smith, Stohlman, James & Gardere) and arrangements to compensate third parties, including employees of that affiliated firm, for client referrals. PAG also documents client access to a securities‑based lending program through Fidelity/Goldman Sachs, the use of closed‑end interval and commodity‑oriented funds (which can carry derivative exposure), and participation in product and service channels such as Stone Ridge and Flourish Cash.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Income planning General estate planning guidance

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0+: up to 1.25% N/A - N/A: Employee Benefit Retirement Plan Services: typically tiered fees ranging from 0.20% to 1.00% annually based on plan size and services

Other

Account minimum: $1,000,000 Minimum fee: Typically $5,000, but minimum fee can be waived or negotiated Fee-only: Yes, fees are based on assets under management and no commissions are charged

Main office location

Poinciana Advisors Group, LLC

3300 Pga Boulevard, Suite 200

Palm Beach Gardens FL 33410, United States

Number of offices

1

Most active in

More info

Florida · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 561-296-0100

Advisors at this firm

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user avatar

Matthew S

Series 65

Palm Beach Gardens, FL

Poinciana Advisors Group, LLC

Matthew Stohlman is a financial advisor at Poinciana Advisors Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Poinciana Advisors Group since 2005. In addition to his advisory role, Stohlman is a CPA and owner of the accounting firm Smith, Stohlman, James & Gardere, P.A. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach rooted in Modern Portfolio Theory, primarily using passively managed mutual funds and ETFs, and offers comprehensive financial consulting including tax and estate planning.

College savings (529s, UTMA, etc.) Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Joshua A

CFA®, Series 65

Palm Beach Gardens, FL

Poinciana Advisors Group, LLC

Joshua Angell is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Poinciana Advisors Group, LLC and has held roles at Smith, Stohlman, James & Gardere, P.A., where he is a partner, as well as founding The Barrons Group, LLC, where he serves as Chief Investment Officer. Poinciana Advisors Group provides discretionary portfolio management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing primarily passively managed mutual funds and ETFs, while offering comprehensive financial consulting including tax and estate planning.

College savings (529s, UTMA, etc.) Income planning General estate planning guidance Founder/Business Owner Executive
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