C2P CAPITAL ADVISORY GROUP, LLC
Legal name: PROSPERITY CAPITAL ADVISORS
CRD #156480 SEC #801-72187 WESTLAKE, OH 888-240-0064
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
202
Clients
--
Accounts
14,823
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.7B | $3.7B | $0 | 202 | 394 |
| May 2025 | $3.7B | $3.7B | $0 | 202 | 394 |
| Apr 2025 | $3.7B | $3.7B | $0 | 202 | 394 |
| Mar 2025 | $3.7B | $3.7B | $0 | 202 | 394 |
| Mar 2025 | $3.7B | $3.7B | $0 | 202 | 394 |
| Sep 2024 | $2.2B | $2.2B | $0 | 202 | 280 |
| Jul 2024 | $2.2B | $2.2B | $0 | 202 | 280 |
| Jun 2024 | $2.2B | $2.2B | $0 | 202 | 280 |
| Mar 2024 | $2.2B | $2.2B | $0 | 202 | 280 |
| Mar 2024 | $1.7B | $1.7B | $0 | 143 | 295 |
| Jan 2024 | $1.7B | $1.7B | $0 | 143 | 295 |
| Oct 2023 | $1.7B | $1.7B | $0 | 143 | 295 |
| Sep 2023 | $1.7B | $1.7B | $0 | 143 | 295 |
| Jun 2023 | $1.7B | $1.7B | $0 | 143 | 295 |
| Mar 2023 | $1.7B | $1.7B | $0 | 143 | 295 |
| Aug 2022 | $1.8B | $1.8B | $0 | 127 | 161 |
| May 2022 | $1.8B | $1.8B | $0 | 127 | 161 |
| Mar 2022 | $1.8B | $1.8B | $0 | 127 | 161 |
| Jan 2022 | $1.7B | $1.7B | $0 | 83 | 110 |
| Oct 2021 | $1.7B | $1.7B | $0 | 83 | 110 |
| May 2021 | $1.5B | $1.5B | $0 | 83 | 110 |
| Mar 2021 | $1.5B | $1.5B | $0 | 83 | 110 |
| Sep 2020 | $1.2B | $1.2B | $0 | 84 | 110 |
| Jun 2020 | $1.2B | $1.2B | $0 | 84 | 110 |
| Mar 2020 | $1.2B | $1.2B | $0 | 84 | 110 |
| Dec 2019 | $937M | $937M | $0 | 75 | 110 |
| Sep 2019 | $937M | $937M | $0 | 75 | 110 |
| Mar 2019 | $937M | $937M | $0 | 75 | 110 |
| Aug 2018 | $878.9M | $878.9M | $0 | 70 | 110 |
| Jul 2018 | $884.9M | $884.9M | $0 | 73 | 110 |
| Mar 2018 | $884.9M | $884.9M | $0 | 73 | 110 |
| Sep 2017 | $665.4M | $665.4M | $0 | 55 | 2,000 |
| Jun 2017 | $665.4M | $665.4M | $0 | 55 | 2,000 |
| Jun 2017 | $665.4M | $665.4M | $0 | 55 | 2,000 |
| May 2017 | $665.4M | $665.4M | $0 | 55 | 2,000 |
| Mar 2017 | $665.4M | $665.4M | $0 | 55 | 2,000 |
| Dec 2016 | $466.1M | $466.1M | $0 | 42 | 1,122 |
| May 2016 | $466.1M | $466.1M | $0 | 42 | 1,122 |
| Apr 2016 | $466.1M | $466.1M | $0 | 42 | 1,122 |
| Mar 2016 | $466.1M | $466.1M | $0 | 42 | 1,122 |
| Dec 2015 | $386.2M | $382.9M | $3.3M | 42 | 1,122 |
| Oct 2015 | $386.2M | $382.9M | $3.3M | 42 | 1,122 |
| Jun 2015 | $386.2M | $382.9M | $3.3M | 42 | 1,122 |
| May 2015 | $386.2M | $382.9M | $3.3M | 42 | 1,122 |
| Mar 2015 | $386.2M | $382.9M | $3.3M | 42 | 1,122 |
| Feb 2015 | $334M | $333M | $984.2K | 48 | 1,000 |
| Aug 2014 | $334M | $333M | $984.2K | 48 | 1,000 |
| Jul 2014 | $264.1M | $264.1M | $0 | 48 | 1,700 |
| Apr 2014 | $264.1M | $264.1M | $0 | 48 | 1,700 |
| Mar 2014 | $264.1M | $264.1M | $0 | 48 | 1,700 |
| Oct 2013 | $175.3M | $175.3M | $0 | 50 | 600 |
| Aug 2013 | $175.3M | $175.3M | $0 | 50 | 600 |
| Aug 2013 | $175.3M | $175.3M | $0 | 50 | 600 |
| Aug 2013 | $175.3M | $175.3M | $0 | 50 | 600 |
| Mar 2013 | $175.3M | $175.3M | $0 | 50 | 600 |
| Jan 2013 | $52.5M | $52.5M | $0 | 26 | 26 |
| Dec 2012 | $52.5M | $52.5M | $0 | 26 | 26 |
| Oct 2012 | $52.5M | $52.5M | $0 | 6 | 26 |
| May 2012 | $52.5M | $52.5M | $0 | 6 | 26 |
| Mar 2012 | $52.5M | $52.5M | $0 | 6 | 26 |
| Feb 2012 | $37M | $37M | $0 | 6 | 200 |
| Feb 2012 | $37M | $37M | $0 | 6 | 200 |
| Jan 2012 | $37M | $37M | $0 | 6 | 200 |
| Dec 2011 | $26.7M | $26.7M | $0 | 6 | 0 |
| Dec 2011 | $26.7M | $26.7M | $0 | 6 | 0 |
| Nov 2011 | $26.7M | $26.7M | $0 | 6 | 0 |
| Aug 2011 | $26.7M | $26.7M | $0 | 10 | -- |
| Jul 2011 | $0 | $0 | $0 | 10 | -- |
| Apr 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2011 | $0 | $0 | $0 | 10 | -- |
| Feb 2011 | $0 | $0 | $0 | 10 | -- |
| Feb 2011 | $0 | $0 | $0 | 10 | -- |
DateOct 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees202
Clients394
DateMay 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees202
Clients394
DateApr 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees202
Clients394
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees202
Clients394
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees202
Clients394
DateSep 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees202
Clients280
DateJul 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees202
Clients280
DateJun 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees202
Clients280
DateMar 2024
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees202
Clients280
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateJan 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateOct 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateSep 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateJun 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees143
Clients295
DateAug 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees127
Clients161
DateMay 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees127
Clients161
DateMar 2022
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees127
Clients161
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees83
Clients110
DateOct 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees83
Clients110
DateMay 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees83
Clients110
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees83
Clients110
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients110
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients110
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees84
Clients110
DateDec 2019
Total AUM$937M
Discretionary$937M
Non-Disc.$0
Employees75
Clients110
DateSep 2019
Total AUM$937M
Discretionary$937M
Non-Disc.$0
Employees75
Clients110
DateMar 2019
Total AUM$937M
Discretionary$937M
Non-Disc.$0
Employees75
Clients110
DateAug 2018
Total AUM$878.9M
Discretionary$878.9M
Non-Disc.$0
Employees70
Clients110
DateJul 2018
Total AUM$884.9M
Discretionary$884.9M
Non-Disc.$0
Employees73
Clients110
DateMar 2018
Total AUM$884.9M
Discretionary$884.9M
Non-Disc.$0
Employees73
Clients110
DateSep 2017
Total AUM$665.4M
Discretionary$665.4M
Non-Disc.$0
Employees55
Clients2,000
DateJun 2017
Total AUM$665.4M
Discretionary$665.4M
Non-Disc.$0
Employees55
Clients2,000
DateJun 2017
Total AUM$665.4M
Discretionary$665.4M
Non-Disc.$0
Employees55
Clients2,000
DateMay 2017
Total AUM$665.4M
Discretionary$665.4M
Non-Disc.$0
Employees55
Clients2,000
DateMar 2017
Total AUM$665.4M
Discretionary$665.4M
Non-Disc.$0
Employees55
Clients2,000
DateDec 2016
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees42
Clients1,122
DateMay 2016
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees42
Clients1,122
DateApr 2016
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees42
Clients1,122
DateMar 2016
Total AUM$466.1M
Discretionary$466.1M
Non-Disc.$0
Employees42
Clients1,122
DateDec 2015
Total AUM$386.2M
Discretionary$382.9M
Non-Disc.$3.3M
Employees42
Clients1,122
DateOct 2015
Total AUM$386.2M
Discretionary$382.9M
Non-Disc.$3.3M
Employees42
Clients1,122
DateJun 2015
Total AUM$386.2M
Discretionary$382.9M
Non-Disc.$3.3M
Employees42
Clients1,122
DateMay 2015
Total AUM$386.2M
Discretionary$382.9M
Non-Disc.$3.3M
Employees42
Clients1,122
DateMar 2015
Total AUM$386.2M
Discretionary$382.9M
Non-Disc.$3.3M
Employees42
Clients1,122
DateFeb 2015
Total AUM$334M
Discretionary$333M
Non-Disc.$984.2K
Employees48
Clients1,000
DateAug 2014
Total AUM$334M
Discretionary$333M
Non-Disc.$984.2K
Employees48
Clients1,000
DateJul 2014
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees48
Clients1,700
DateApr 2014
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees48
Clients1,700
DateMar 2014
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees48
Clients1,700
DateOct 2013
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees50
Clients600
DateAug 2013
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees50
Clients600
DateAug 2013
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees50
Clients600
DateAug 2013
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees50
Clients600
DateMar 2013
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees50
Clients600
DateJan 2013
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees26
Clients26
DateDec 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees26
Clients26
DateOct 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees6
Clients200
DateJan 2012
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees6
Clients200
DateDec 2011
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2011
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2011
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2011
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--