PROMETHEUS CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$449K
Accounts
7
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 10%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • DENNIS TRIPP

    OwnerCRD 5664213

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth