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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-24-2024
- Office Locations
- 1
Office Locations
About Promethium
Promethium Advisors is an SEC-registered RIA providing private wealth management and strategic counsel for established, multigenerational families. The team integrates portfolio management with tax and estate planning, philanthropy, risk mitigation, liquidity planning, and select private investments. Promethium limits client relationships per team for a highly personal, unconflicted experience, led by founder Christopher Poch (author of Money & Meaning).
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Owner & Executives
Christopher Francis Poch
FOUNDER, MANAGING DIRECTOR
- CRD
- #1190130
- Ownership
- 75% or more
CHRISTOPHER ROBERT HUTCHENS
Director of Compliance
- CRD
- #5173760
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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EDWARD MARSHALL GIESE
Vice President
- CRD
- #5871989
Eliza Cody Jeffereis
--
- CRD
- #7996275
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,250,991 | $819,690 |
| Non-Discretionary | $0 | -- |
| Total | $235,250,991 | $819,690 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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