Data / Investment advisers / Maryland / Prostatis Financial Advisors Group
Prostatis Financial Advisors Group, Hanover, MD: $605 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Prostatis Financial Advisors Group is an SEC registered investment adviser with its main office in Hanover, Maryland and reports $605 million in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 132662
- SEC file number
- 801-112501
- SEC status
- Approved, effective February 23, 2018
- Legal name
- Prostatis Group LLC
- Main office
- 7580 Buckingham Blvd, Suite 180, Hanover, MD 21076
- Phone
- (410) 863-1040
- Regulatory AUM
- $605,444,336 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $604,808,962
- Non discretionary AUM
- $635,374
- Accounts
- 3,806
- Employees
- 27, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 11
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,437 | $360.7 million |
| High net worth individuals | 131 | $243.2 million |
| Charitable organizations | Fewer than 5 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $605.4 million | March 31, 2026 |
| December 1, 2025 | $508.9 million | October 16, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Innovative Wealth Building LLC | California | $657.2 million | Not listed | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | $648.2 million | Not listed | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | Not listed | adviserinfo.sec.gov |
| Hussman Strategic Advisors Inc | Ellicott City | $617.4 million | Not listed | adviserinfo.sec.gov |
| Soapstone Management L.P. | Bethesda | $610.1 million | 1 | adviserinfo.sec.gov |
| Perspective Wealth Management | Hunt Valley | $595 million | Not listed | adviserinfo.sec.gov |
| HZ Investments Inc. | Chevy Chase | $591.4 million | Not listed | adviserinfo.sec.gov |
| LGG Financial | Bethesda | $563.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Prostatis Financial Advisors Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.