Ponder Investment Co. (Brentwood)

Name: Ponder Investment Co.
Address: 10 Cadillac Drive, Brentwood, TN, 37027
Telephone: 615-690-5541

Ponder Investment Co. is a large advisory firm based in Brentwood. It manages $2.02 billion of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Illinois and Tennessee.

Ponder Investment provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ponder Investment: assets under management

The assets under management (AUM) of Ponder Investment Co. is $2.02 billion. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.83 billion in discretionary accounts and $186.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $46.73 million.

Ponder Investment has custody of $66.38 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in government bonds the most. They account for 52% of the total AUM. The second-largest asset type is other assets, which make up 23% of the firm’s portfolio. Investments in investment grade corporate bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ponder Investment Co. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ponder Investment serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Ponder Investment is corporations or other businesses with 33 clients and $1.95 billion of assets under management. Among the 10 most similar advisory firms, Ponder Investment has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $2.02 billion for 34 clients. None of the firm’s clients are foreign persons or businesses.

Ponder Investment doesn't advise any private funds.

Careers at Ponder Investment Co.

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Arthur Timmermann	Chief compliance officer/controller	1 Jan 1996	Other	1412436
Terrence Bruce Shirey	Managing director	1 Jan 1996	Other	2378827
Christopher Thomas Payne	Managing director	1 Feb 1996	25% - 50%	1467874
David Anders Hiteshew	Managing director	1 Jan 2007	Other	1447598
Julian R Head	Managing director	1 Dec 2009	Other	2121258
David Lyle Atchison	Managing director	1 Jun 2015	Other	1018495
Britt Adelbert Cesarone	President and ceo	1 Jun 2015	Other	2427750

Based in Brentwood

The principal office where Ponder Investment Co. performs its advisory services is located at 10 Cadillac Drive, Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-690-5541 or by fax 615-613-0217. The normal business hours are 8:00-4:00 on Monday - Friday. You can find more information about the New York firm at ponderco.com.