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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
- Website
- HTTPS://WWW.NPSMALLVALUE.COM
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $32.4M |
| Charitable organizations | 29 | $493.5M |
| High net worth individuals | 21 | $129.5M |
| Pooled investment vehicles | 1 | $66.3M |
| Pension and profit sharing plans | Fewer than 5 | $161.2M |
| State or municipal government entities | 6 | $483.3M |
| Individuals (other than high net worth individuals) | 17 | $8.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

