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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $1,094,761,365 | $1,374,910,482 | increased by$280,149,117 |
| Jun 1, 2026 | Accounts | 108 | 109 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 75 | 74 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,275,914,769 | $1,094,761,365 | decreased by$181,153,404 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 115 | 108 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 69 | 75 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,684,290,649 | $1,275,914,769 | decreased by$408,375,880 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 113 | 115 | increased by2 |
| Jun 1, 2022 | Clients | 71 | 69 | decreased by2 |
| Jun 1, 2022 | AUM | $1,888,410,024 | $1,684,290,649 | decreased by$204,119,375 |
| Jun 1, 2022 | Accounts | 114 | 113 | decreased by1 |
| Jun 1, 2021 | Clients | 68 | 71 | increased by3 |
| Jun 1, 2021 | AUM | $1,099,994,887 | $1,888,410,024 | increased by$788,415,137 |
| Jun 1, 2021 | Accounts | 112 | 114 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEUMEIER POMA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEUMEIER POMA” may also match similarly-named firms). Confirm identity against each filing.
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.