Prometheus Capital Management Corp.

RIASEC Registered

Total AUM

$398M

Discretionary

0% of AUM

Avg account

$456K

Accounts

872

Employees

Advisory reps

Firm details

Headquarters: Yardley, Pennsylvania
CRD number: 121982
Registered since: April 27, 2018
Website: www.procap.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.63%
Individuals6.74%
Pension & Profit Sharing Plans0.6%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Prometheus Capital Management Corp. is an independent, privately owned registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Its business activities include insurance brokerage, and its advisory services cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.