$15.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2011
- Office Locations
- 1
Office Locations
-- Greenville SC
About Money Poole...solutions FOR Life, LLC
Money Poole (Greenville, SC) delivers personalized financial planning across investments, budgeting, and consulting for individuals/families and owner-led small businesses. The firm also provides hands-on business finance support—forecasting, cash-flow, M&A/new ventures—and can serve as an interim CEO. Portfolios are primarily ETF-based.
Team overview
-- AVG AGE
$15.4M AVG AUM / ADVISOR
$284.9K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Eagle ridge Crest harbor
Custodian
North insight
Investment Themes
Zenith vital
Investment Vehicles
Radial element
Platform
Frontier meridian
Services
Vertex Insight Timber
Owner & Executives
N
NORMAN ALLEN POOLE JR
Chief Compliance Officer, Managing Member
- CRD
- #5702584
- Ownership
- 75% or more
(423) 817-9493
oak.foundation@eaglecapital.com
in linkedin.com/in/zenith-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,382,739 | -- |
| Total | $15,382,739 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,382,739
Public Funds:
10.6% Equity - Exchange:
28.7% Cash:
36.8% Equity - OTC:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $292,893,573 | 10.6% |
| Equity - Exchange | $793,023,165 | 28.7% |
| Cash | $1,016,838,065 | 36.8% |
| Equity - OTC | $660,392,114 | 23.9% |
| Total | $2,763,146,917 | 100.0% |