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Neumeier POMA Investment Counsel LLC

SEC Registered

Small Caps. Big Ideas.

Carmel, CAhttps://npsmallvalue.com831-625-6355
Assets Under Management
$1B–$5B
Employees
11
Office Locations
1 office
Total Accounts
108

About the firm

Neumeier Poma Investment Counsel for more than 40 years has demonstrated an ability to find and capitalize on the undervalued, misunderstood, and undiscovered opportunities of the small cap value universe of stocks.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Small CapValue InvestingEquities

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)17$7.1M
High Net Worth Individuals23$121M
Pension/Profit Sharing Plans1$53M
State/Municipal Entities28

Leadership

Peter Lindsay Neumeier
PRESIDENT/CO-TRUSTEE OF FAMILY TRUST
Gillian Barbara Neumeier
CO-TRUSTEE OF FAMILY TRUST
Neumeier Family Trust
MEMBER

Office locations

1 office in 1 state
CA
CarmelHQ

Regulatory & compliance

CRD number
#110672
SEC Number
801-23649
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $20,000,000 (waivable)

Data as of May 20, 2025 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Neumeier POMA Investment Counsel LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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