# POINCIANA ADVISORS GROUP, LLC

POINCIANA ADVISORS GROUP, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 137423
- Type: SEC-registered investment adviser
- SEC file number: 801-118568
- Location: 3300 PGA BOULEVARD, SUITE 200, PALM BEACH GARDENS, FL, 33410
- Phone: 561-296-0100
- Latest filing: 2026-03-24
- Regulatory AUM: $396.0M
- Discretionary AUM: $396.0M
- Clients: 2
- Accounts: 309

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Scott Stohlman | MEMBER | — |
| Matthew Curtis Smith | MEMBER AND MANAGER | — |
| Joshua Barron Angell | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO; MEMBER | — |
| SMITH MICHAEL CURTIS | MEMBER; MEMBER AND MANAGER | — |
| ELLRICH JR WILLIAM D | MANAGING MEMBER; MEMBER | — |
| STOHLMAN MATTHEW SCOTT | MEMBER | — |
| ANGELL JOSHUA BARRON | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| NEAL KARYL HOLMES | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137423/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137423/similar
- Related entities: https://search.stillhousedata.com/firm/137423/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137423

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.