Poxono Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Poxono Capital provides discretionary investment advisory services primarily to individual and high‑net‑worth clients, offering ongoing portfolio management and a written Investment Policy Statement for each account. The firm manages accounts on a discretionary basis and prepares tailored plans that document client goals, time horizon and risk tolerance.
Its investment process combines multiple analysis methods — including fundamental, quantitative, technical, charting and cyclical analysis — and employs a broad set of strategies and vehicles such as equities, mutual funds, ETFs, fixed income, real estate funds, private placements and derivatives, as well as short sales, margin and options trading. Poxono documents risk tolerances and uses model allocations together with client‑specific recommendations, and it provides quarterly reporting through the custodian.
What sets Poxono apart from many peers is that it also serves as adviser and manager/general partner to a privately organized pooled investment vehicle, which accepts qualified outside investors and is subject to performance‑based compensation — a service that relatively few similarly sized advisory firms offer. The firm discloses the potential conflicts that arise from side‑by‑side management and describes mitigation measures such as a written allocation policy, a Code of Ethics, compliance reviews of trading and allocations, and annual GAAP audits for the pooled vehicle.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.40% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 0.95%
20% incentive allocation on net new appreciation with 2.00% annual management fee for private fund management (Poxono Derivatives, LLC). Only charged to qualified clients; no performance fees for wealth management services.
Fee-only: Negotiable asset-based fees as per fee schedules; no commissions or other compensation accepted.
Main office
See officeNew Hope PA
Advisors at this office
3
Offices (2)
Most active in
New Jersey · New York · Pennsylvania · Tennessee · Texas
Also doing business as
Poxono Capital · Poxono Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William R
Series 63, Series 65
New Hope, PA
Poxono Capital
William Reube Jr. is a financial advisor at Poxono Capital with two years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Corbin Capital Partners and Panning Capital Management. Outside of his advisory role, he manages a personal real estate investment entity. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, creating tailored portfolio management plans that document client goals and risk tolerance. The firm employs a diverse investment process including fundamental, quantitative, and technical analysis, and offers services such as managing a privately organized pooled investment vehicle with performance-based compensation.
Connor M
Series 65
New Hope, PA
Poxono Capital
Connor Mc Nicholas is a financial advisor at Poxono Capital with a Series 65 designation and four years of industry experience. Prior to joining Poxono Capital in 2024, he worked at Dillon Capital Management and held roles in healthcare and development sectors. He also has experience working at Squires Golf Club and Temple University. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm uses a diverse investment approach that combines multiple analysis methods and strategies, and it manages a privately organized pooled investment vehicle subject to performance-based compensation.
Stewart R
Series 65
New Hope, PA
Poxono Capital
Stewart Rickenbach is a financial advisor at Poxono Capital with a Series 65 designation and one year of industry experience. His prior work includes roles at Johnson & Johnson and GlaxoSmithKline, as well as a consulting contract with Johnson & Johnson. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment vehicles to create tailored portfolio management strategies. The firm also advises a privately organized pooled investment vehicle offering performance-based compensation, with governance and compliance measures in place.
Wilder H
CFA®, Series 63, Series 66
New York, NY
Poxono Capital
Wilder Harvard is a CFA® charterholder with 14 years of experience in the financial industry. He is currently with Poxono Capital and has held prior roles at firms including Alliance Bernstein, BlackRock Investments, Vernier Capital Partners, Morgan Stanley, and Banc of America Securities. He is the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital provides discretionary investment advisory services primarily to individual and high-net-worth clients, combining multiple analysis methods and a broad range of investment strategies. The firm also manages a privately organized pooled investment vehicle with performance-based compensation, alongside tailored client portfolio management.
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