PROMETHEUS CAPITAL MANAGEMENT CORP.
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
FINTRXOverview
Prometheus Capital Management Corp. is an independent registered investment adviser structured as a corporation and SEC-registered in 2018. The firm serves both high-net-worth individuals and institutional clients, providing a mix of financial planning, portfolio management for individuals and businesses, and pension consulting. Prometheus also operates as an insurance broker, which feeds into its use of annuities alongside traditional advisory services. The firm reports that it does not operate as a capital allocator or an active ESG investor. Its fee models include a percentage of assets under management as well as hourly and fixed-fee engagements. A notable operational characteristic is that the firm’s assets are managed on a non-discretionary basis, indicating an emphasis on advisory and consultative relationships where clients retain trading authority.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities4%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1JAMES HADAWAY
Chief Compliance OfficerCRD 3070075
Contacts
2 of 2STEPHEN WETZEL
PresidentCRD 2170936
NICHOLAS WETZEL
IARCRD 7096073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
YARDLEY, PA
BUCKS
Location
YARDLEY, PA
Headquartered in YARDLEY, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 30 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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