New Hope, PA Office
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Poxono Capital
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Firm-wide stats for Poxono Capital
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.
Based on Poxono Capital
Expertise
Based on Poxono Capital
Location
New Hope PA
Advisors at this office
3
Advisors at this office
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.
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