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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

PONDER INVESTMENT CO

PONDER INVESTMENT CO., CRD 110917

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:24dad69b-17d8-9082-deee-372ac3e11231

Data as of Feb 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2012 to Feb 6, 2023
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.3BItem 5.F on the latest filing (2023-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 41
SEC number: 801-30773
CRD: 110917
Filings on the tape: 22
First filed: Mar 15, 2012
Latest filed: Feb 6, 2023
Organised: Corporation, Illinois

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CESARONE, BRITT, ADELBERT	CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO	B	yes	06/2015	Mar 15, 2012	Feb 6, 2023
HITESHEW, DAVID, ANDERS	MANAGING DIRECTOR	A	yes	01/2007	Mar 15, 2012	Feb 6, 2023
PAYNE, CHRISTOPHER, THOMAS	Shareholder	C	yes	02/1996	Mar 15, 2012	Feb 6, 2023
ATCHISON, DAVID, LYLE	Shareholder	B	no	06/2015	Mar 15, 2012	Feb 6, 2023
HEAD, JULIAN, R	Shareholder	A	no	12/2009	Mar 15, 2012	Feb 6, 2023
SHIREY, TERRENCE, BRUCE	Shareholder	B	no	01/1996	Mar 15, 2012	Feb 6, 2023
TIMMERMANN, JOHN, ARTHUR	Shareholder	A	no	01/1996	Mar 15, 2012	Feb 6, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DAVID HITESHEW	n/a	n/a	n/a	Y	no	n/a
TERRENCE SHIREY	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Crete	IL	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 6, 2023	$1.3B	$1.3B	4	4	2	n/a	n/a
2021	Jan 24, 2022	$1.6B	$1.6B	3	3	2	n/a	n/a
2020	Feb 11, 2021	$1.6B	$1.6B	3	2	2	n/a	n/a
2019	Feb 20, 2020	$1.6B	$1.4B	3	2	2	n/a	n/a
2018	Mar 14, 2019	$2.0B	$1.8B	5	2	3	n/a	n/a
2017	Mar 5, 2018	$1.5B	$1.4B	5	2	3	n/a	n/a
2016	Feb 17, 2017	$1.5B	$80.2M	5	2	n/a	n/a	n/a
2015	Feb 19, 2016	$1.2B	$1.2B	5	2	n/a	n/a	n/a
2014	Feb 27, 2015	$743M	$743M	5	2	n/a	n/a	n/a
2013	Feb 27, 2014	$949M	$949M	5	2	n/a	n/a	n/a
2012	Feb 21, 2013	$1.2B	$1.2B	5	2	n/a	n/a	n/a
2011	Mar 15, 2012	$1.2B	$1.2B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$1.3B	$1.6B	-18.6%	$1.6B	-7.4%	4	3	2	2

Relationships

Owns (4)

← ATCHISON, DAVID, LYLEOwnerSHAREHOLDER, ownership code B, individual
Mar 15, 2012 to presentfactForm ADV
← TIMMERMANN, JOHN, ARTHUROwnerSHAREHOLDER, ownership code A, individual
Mar 15, 2012 to presentfactForm ADV
← HEAD, JULIAN, ROwnerSHAREHOLDER, ownership code A, individual
Mar 15, 2012 to presentfactForm ADV
← SHIREY, TERRENCE, BRUCEOwnerSHAREHOLDER, ownership code B, individual
Mar 15, 2012 to presentfactForm ADV

Controls (3)

← HITESHEW, DAVID, ANDERSOwnerMANAGING DIRECTOR, ownership code A, individual
Mar 15, 2012 to presentfactForm ADV
← PAYNE, CHRISTOPHER, THOMASOwnerSHAREHOLDER, ownership code C, individual
Mar 15, 2012 to presentfactForm ADV
← CESARONE, BRITT, ADELBERTOwnerCHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO, ownership code B, individual
Mar 15, 2012 to presentfactForm ADV

Dated events

Occurred
Mar 14, 2019
Regulatory AUM changed
Ponder Investment Co reported RAUM $2.0B, up 33% from $1.5B (2018-03-06 to 2019-03-14)
Form ADVobserved 4 days ago
$506M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24dad69b-17d8-9082-deee-372ac3e11231
First observed: Mar 15, 2012
Last observed: Feb 6, 2023 44 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PONDER INVESTMENT CO

PONDER INVESTMENT CO., CRD 110917

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:24dad69b-17d8-9082-deee-372ac3e11231

Data as of Feb 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CESARONE, BRITT, ADELBERT

CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO

yes

06/2015

Mar 15, 2012

Feb 6, 2023

HITESHEW, DAVID, ANDERS

MANAGING DIRECTOR

yes

01/2007

Mar 15, 2012

Feb 6, 2023

PAYNE, CHRISTOPHER, THOMAS

Shareholder

yes

02/1996

Mar 15, 2012

Feb 6, 2023

ATCHISON, DAVID, LYLE

Shareholder

06/2015

Mar 15, 2012

Feb 6, 2023

HEAD, JULIAN, R

Shareholder

12/2009

Mar 15, 2012

Feb 6, 2023

SHIREY, TERRENCE, BRUCE

Shareholder

01/1996

Mar 15, 2012

Feb 6, 2023

TIMMERMANN, JOHN, ARTHUR

Shareholder

01/1996

Mar 15, 2012

Feb 6, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DAVID HITESHEW

n/a

TERRENCE SHIREY

n/a

City

State

Country

Employees

Also broker-dealer

Crete

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 6, 2023

$1.3B

n/a

2021

Jan 24, 2022

$1.6B

n/a

2020

Feb 11, 2021

$1.6B

n/a

2019

Feb 20, 2020

$1.6B

$1.4B

n/a

2018

Mar 14, 2019

$2.0B

$1.8B

n/a

2017

Mar 5, 2018

$1.5B

$1.4B

n/a

2016

Feb 17, 2017

$1.5B

$80.2M

n/a

2015

Feb 19, 2016

$1.2B

n/a

2014

Feb 27, 2015

$743M

n/a

2013

Feb 27, 2014

$949M

n/a

2012

Feb 21, 2013

$1.2B

n/a

2011

Mar 15, 2012

$1.2B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$1.3B

$1.6B

-18.6%

$1.6B

-7.4%