POINCIANA ADVISORS GROUP, LLC
CRD #137423 SEC #801-118568 PALM BEACH GARDENS, FL 561-296-0100
SEC Registered
Total AUM
$336.3M
Discretionary
$336.3M
Employees
2
Clients
0
Accounts
278
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ANGELL, JOSHUA, BARRON | I | CHIEF COMPLIANCE OFFICER/MANAGER/CIO/COO | NA | Control |
| ELLRICH, JR., WILLIAM, D. | I | MEMBER | C | Control |
| ELLRICH, JR., WILLIAM, D. | I | MEMBER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER AND MANAGER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| THE BARRONS GROUP, LLC | DE | MEMBER | C | Control |
| ANGELL, JOSHUA, BARRON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| ANGELL, JOSHUA, BARRON | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLRICH, JR., WILLIAM, D. | I | MANAGING MEMBER | B | Control |
| ELLRICH, JR., WILLIAM, D. | I | MANAGING MEMBER | B | Control |
| NEAL, KARYL, HOLMES | I | MANAGING MEMBER | B | Control |
| NEAL, KARYL, HOLMES | I | MANAGING MEMBER | B | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER | B | Control |
| SMITH, MATTHEW, CURTIS | I | MEMBER | B | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | B | Control |
| STOHLMAN, MATTHEW, SCOTT | I | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
| ANGELL, JOSHUA, BARRON | I | THE BARRONS GROUP, LLC | E | Control |
Registrations
Federal
IA
May 20, 2025 REGISTERED
Notice Filings (2)
FL TX
Address
3300 PGA BOULEVARDSUITE 200
PALM BEACH GARDENS, FL 33410
United States
Phone: 561-296-0100