David Michael Pound
Financial advisor at Geneos Wealth Management, Inc. · Fayetteville, NC
Last updated 2026-10-10
Claim your profileDavid Michael Pound is a financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC, CRD 4943476. Licenses and exams on the registration: Series 66. IAPD registration began 2006-04-03.
Registration
- CRD number
- 4943476
- Registration status
- Active
- IAPD registration
- 2006-04-03
- Industry Experience
- 20 years
- Work Experience
- 20 years
- States registered
- NC
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2006-04 to Present · Geneos Wealth Management, Inc · Fayetteville, NC
- 2011-03 to Present · Nobles Pound Financial Planning · Fayetteville, NC
Current employment
- Geneos Wealth Management, Inc. · Englewood, CO
Geneos Wealth Management, Inc.
- Regulatory AUM
- $9,217,163,038
- Registered advisors
- 193
- Offices
- 143
- Clients per advisor
- 112.3 (Moderate)
- Average AUM per client
- $425.4K (Low)
- High-net-worth client ratio
- 2.9% (Low)
Geneos Wealth Management, Inc.: advisors, services and reported ETF investments
About
David Michael Pound is a CFP® financial advisor at Geneos Wealth Management, Inc. in Fayetteville, NC. Reported securities licenses include Series 66. The latest record indicates 20 years of industry experience and 20 years of reported work history. Reported roles include Nobles Pound Financial Planning.
SEC disclosures list additional business and community activities: 1)dba:will Work Under Nobles Pound Financial Planning Located At Branch Location: 2) independent rep with various insurance carriers for fixed only; 3) rental income.
Geneos Wealth Management, Inc.'s firm-level Form ADV reports 193 advisors across 143 offices; approximately 112.3 clients per advisor, average assets per client of $425,381, and regulatory AUM of $9.2B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $3.4B across 988 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Michael Pound personally.
Reported ETF positions
Geneos Wealth Management reports 988 ETF positions worth $3.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $161.6M |
| SPY — SPDR S&P 500 ETF TRUST | $133.7M |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $115.5M |
| USMV — iShares MSCI USA Min Vol Factor ETF | $113.6M |
| VOO — Vanguard S&P 500 ETF | $104.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Geneos Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $25.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $23.7M | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | FYX — First Trust Small Cap Core AlphaDEX Fund | $7.7M | Top 99.2% | Residual alpha +2.70% · Residual Sharpe 0.12 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $6.3M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Geneos Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
Location
1315 Ft. Bragg Road, Fayetteville, NC 28305
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 303-785-8470
- Website: geneoswealth.com
Official record
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