PROMETHIUM ADVISORS, LLC

CRD

329565

SEC file #

801-129368

EIN

991114219

DBA names

Promethium

Economics

AUM

$235.3M

AUM band

$100M-$500M

AUM trajectory

'25 · $212.0M

'26 · $235.3M

'25'26

$212.0M → $235.3M▲ +11%

sec adv history

Client mix

Individuals High Net Worth	208
Individuals Other	69
Corporations	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 4 advisors

'25'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

BETHESDA MD

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUM

Filings

Latest ADV filing

03/26/2026

ADV-W filed at

—

Website

promethiumadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

Poch, Christopher, Francis

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

Poch, Christopher, Francis

HUTCHENS, CHRISTOPHER, ROBERT

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PROMETHIUMADVISORS.COM

Rdap Domain Creation Date

2023-12-14T20:29:18Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002034073

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-11-14

Edgar Last Filing Date

2026-04-22

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-22

Accession0002034073-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.5081

Soi Zip Pct 200k Plus

0.288

Soi Zip Returns 200k Plus

4,790

Soi Zip Total AGI

3,985,330

Fdic Zip Total Deposits

222,837,024,000

Fdic Zip Branch Count

1,057

Fdic Zip Top Banks

EagleBank

Capital One, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

7272 WISCONSIN AVE10-105BETHESDA, MD 20814

Business

7272 WISCONSIN AVE10-105BETHESDA, MD 20814

Edgar EIN

991114219

Edgar Recent Filings

13F-HR2026-04-22 · 0002034073-26-000002

13F-HR2026-02-12 · 0002034073-26-000001

Fdic Zip Branches Raw

Signet Bank-MarylandBethesda, MD

NationsBank, National AssociationBethesda, MD

Fdic Zip HHI

748.76

Fdic Zip Top Bank Share Pct

14.89

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-14T20:29:18Z

Rdap Domain Last Changed

2025-12-15T17:33:49Z

Rdap Nameservers

Ns25.domaincontrol.comNs26.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	29,213
Returns	2,740

Stub 2

AGI	70,575
Returns	1,870

Stub 3

AGI	121,182
Returns	1,940

Soi Zip Total Business Income

142,653

Soi Zip Total Cap Gains

397,084

Soi Zip Total Dividends

208,018

Soi Zip Total Returns

16,630

Top Owner CRD

1190130

Trust Company Affiliate