RIA Intelligence

PROSTATIS GROUP LLC

Legal name: PROSTATIS FINANCIAL ADVISORS GROUP

CRD #132662 SEC #801-112501 HANOVER, MD 410-863-1040
SEC Registered Disclosures
Total AUM
$508.9M
Discretionary
$507.1M
Employees
18
Clients
--
Accounts
4,217

AUM Over Time

DateOct 2025
Total AUM$508.9M
Discretionary$507.1M
Non-Disc.$1.9M
Employees18
Clients5
DateMar 2025
Total AUM$508.9M
Discretionary$507.1M
Non-Disc.$1.9M
Employees18
Clients5
DateJan 2025
Total AUM$405M
Discretionary$402M
Non-Disc.$3M
Employees14
Clients278
DateMar 2024
Total AUM$405M
Discretionary$402M
Non-Disc.$3M
Employees14
Clients278
DateMar 2024
Total AUM$405M
Discretionary$402M
Non-Disc.$3M
Employees14
Clients278
DateMar 2023
Total AUM$310.9M
Discretionary$307.9M
Non-Disc.$3M
Employees12
Clients173
DateJan 2023
Total AUM$273.2M
Discretionary$270.7M
Non-Disc.$2.5M
Employees11
Clients554
DateDec 2022
Total AUM$273.2M
Discretionary$270.7M
Non-Disc.$2.5M
Employees11
Clients554
DateMar 2022
Total AUM$273.2M
Discretionary$270.7M
Non-Disc.$2.5M
Employees11
Clients554
DateJan 2022
Total AUM$179M
Discretionary$176.1M
Non-Disc.$2.8M
Employees9
Clients503
DateSep 2021
Total AUM$179M
Discretionary$176.1M
Non-Disc.$2.8M
Employees9
Clients503
DateMar 2021
Total AUM$179M
Discretionary$176.1M
Non-Disc.$2.8M
Employees9
Clients503
DateMay 2020
Total AUM$170M
Discretionary$160M
Non-Disc.$10M
Employees8
Clients300
DateFeb 2020
Total AUM$170M
Discretionary$160M
Non-Disc.$10M
Employees8
Clients300
DateJul 2019
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees10
Clients10
DateFeb 2019
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees10
Clients10
DateFeb 2019
Total AUM$180M
Discretionary$160M
Non-Disc.$20M
Employees10
Clients10
DateAug 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients1
DateApr 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients1
DateJan 2018
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees7
Clients1