PRUDENT MAN ADVISORS, LLC
Legal name: PTMA INVESTMENT ADVISORS
CRD #301973 SEC #801-115313 NAPERVILLE, IL 630-657-6400
SEC Registered
Total AUM
$27.8B
Discretionary
$25.8B
Employees
79
Clients
0
Accounts
504
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $27.8B | $25.8B | $2B | 79 | 0 |
| Jul 2025 | $27.8B | $25.8B | $2B | 79 | 0 |
| Mar 2025 | $27.8B | $25.8B | $2B | 79 | 0 |
| Nov 2024 | $27B | $25.2B | $1.8B | 73 | 0 |
| Apr 2024 | $27B | $25.2B | $1.8B | 73 | 0 |
| Mar 2024 | $27B | $25.2B | $1.8B | 73 | 0 |
| Apr 2023 | $20.2B | $20B | $173.8M | 69 | 0 |
| Mar 2023 | $20.2B | $20B | $173.8M | 69 | 0 |
| Oct 2022 | $21.5B | $21.5B | $29.7M | 64 | 0 |
| Mar 2022 | $21.5B | $21.5B | $29.7M | 64 | 0 |
| Mar 2021 | $13.7B | $13.6B | $92.1M | 65 | 0 |
| Jan 2021 | $7.6B | $7.5B | $111.9M | 48 | 0 |
| Jun 2020 | $7.6B | $7.5B | $111.9M | 48 | 0 |
| Mar 2020 | $7.6B | $7.5B | $111.9M | 48 | 0 |
| Nov 2019 | $6.5B | $6.4B | $57.1M | 44 | 0 |
| Sep 2019 | $6.5B | $6.4B | $57.1M | 44 | 0 |
| Jun 2019 | $6.5B | $6.4B | $57.1M | 44 | 0 |
| Apr 2019 | $6.5B | $6.4B | $57.1M | 44 | 0 |
DateSep 2025
Total AUM$27.8B
Discretionary$25.8B
Non-Disc.$2B
Employees79
Clients0
DateJul 2025
Total AUM$27.8B
Discretionary$25.8B
Non-Disc.$2B
Employees79
Clients0
DateMar 2025
Total AUM$27.8B
Discretionary$25.8B
Non-Disc.$2B
Employees79
Clients0
DateNov 2024
Total AUM$27B
Discretionary$25.2B
Non-Disc.$1.8B
Employees73
Clients0
DateApr 2024
Total AUM$27B
Discretionary$25.2B
Non-Disc.$1.8B
Employees73
Clients0
DateMar 2024
Total AUM$27B
Discretionary$25.2B
Non-Disc.$1.8B
Employees73
Clients0
DateApr 2023
Total AUM$20.2B
Discretionary$20B
Non-Disc.$173.8M
Employees69
Clients0
DateMar 2023
Total AUM$20.2B
Discretionary$20B
Non-Disc.$173.8M
Employees69
Clients0
DateOct 2022
Total AUM$21.5B
Discretionary$21.5B
Non-Disc.$29.7M
Employees64
Clients0
DateMar 2022
Total AUM$21.5B
Discretionary$21.5B
Non-Disc.$29.7M
Employees64
Clients0
DateMar 2021
Total AUM$13.7B
Discretionary$13.6B
Non-Disc.$92.1M
Employees65
Clients0
DateJan 2021
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$111.9M
Employees48
Clients0
DateJun 2020
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$111.9M
Employees48
Clients0
DateMar 2020
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$111.9M
Employees48
Clients0
DateNov 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$57.1M
Employees44
Clients0
DateSep 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$57.1M
Employees44
Clients0
DateJun 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$57.1M
Employees44
Clients0
DateApr 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$57.1M
Employees44
Clients0