PROSPERENT CAPITAL, LLC

Overview

Prosperent Capital, LLC is a small, owner-operated limited liability advisory firm that combines traditional financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage and accounting services. The firm charges fees using a mix of percentage of assets under management, hourly billing, and fixed-fee arrangements, and reports that it does not pursue an active ESG investing mandate. Investment activity appears conservative in scope: the firm holds a high proportion of assets in liquid cash instruments while supplementing core allocations with mutual funds, annuity solutions and selective allocations to third‑party alternative managers. Prosperent Capital is not positioned as a multi-state or pension consultant adviser and does not identify itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices