PROMETHEUS CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 327540
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.03%
- Individuals9.54%
- Charitable Organizations1.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prometheus Capital Management LLC operates as a small, independent registered investment adviser focused on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm leans toward an equity-first investment approach: its discretionary managed assets are concentrated in exchange-traded equities and equity strategies. Fee arrangements combine a percentage-of-AUM model with hourly charges, which signals a mix of ongoing portfolio management and project-based planning work. Strategically, the firm appears to build client portfolios around liquid, exchange-traded instruments while supplementing those exposures with traditional pooled vehicles and insurance products for income or protection needs. Prometheus is not positioned as an ESG specialist and does not report multi-state advisory activity. Its client base and offering set indicate a focus on personalized advisory relationships rather than broad institutional platform allocation.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1DENNIS TRIPP
OwnerCRD 5664213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 200 E Robinson St
- Time zone
- ET (UTC-5)
- Office locations
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