Prism Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prism Capital is a fee-only registered investment adviser that provides discretionary portfolio management and investment consulting to individuals and small business owners. The firm manages approximately $6 million in client assets and prepares written investment policy statements while implementing asset allocation and portfolio management.
The firm’s investment approach emphasizes fundamental valuation and disciplined asset allocation, diversifying across domestic and foreign equities and fixed income, real assets, commodities, and alternative investments. Implementation typically relies on ETFs and passive funds for efficiency, with selective use of option strategies (e.g., covered calls) to enhance returns or manage risk and occasional use of active managers for less liquid exposures.
What distinguishes Prism Capital from many peers is its pension consulting capability: the principal brings multi-decade institutional experience advising pension plan sponsors and has worked on immunization, liability‑driven strategies, and customized benchmarks for plans. That institutional background is applied to the firm’s consulting and policy work, and portfolio reviews and client reporting are conducted directly by the firm’s lead advisor.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.0% $500,000 - $1,000,000: 0.9% $1,000,000 - $2,500,000: 0.8% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.35%
Account minimum: $250,000 Fee-only: Fee-only investment advisor; no commissions received
Main office
Columbia MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
J. William Capital · J. William Capital Management, LLC · Prism Capital · Prism Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)