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NEUMEIER POMA INVESTMENT COUNSEL LLC

CRD 110672File 801-23649
APPROVED
Retail clients
Custody
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.37B
Clients
74
109 accounts
Employees
11
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Mar 4, 1985
Principal office
26435 CARMEL RANCHO BOULEVARD, SUITE 200, CARMEL, CA, 93923-8852
Phone
831-625-6355

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.37B
Discretionary AUM
$1.37B
Non-discretionary AUM
$0
Discretionary accounts
109
Non-discretionary accounts
0
Total accounts
109
AUM per client
$18.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$32.4M
Charitable organizations29$493.5M
High net worth individuals21$129.5M
Pooled investment vehicles1$66.3M
Pension and profit sharing plansFewer than 5$161.2M
State or municipal government entities6$483.3M
Individuals (other than high net worth individuals)17$8.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.