A complete list of active advisors currently associated with Prometheus Capital Management Corp.

Warmer can help you find a great advisor at Prometheus Capital Management Corp. or one who fits your needs even better.

Prometheus Capital Management Corp. is an SEC-registered adviser that provides investment supervisory services, pension and 401(k) consulting, financial planning and other consulting to individuals, high-net-worth clients, retirement plans, trusts and privately held businesses. The firm works with both individual retail clients and plan sponsors, delivering written financial plans and periodic reporting alongside ongoing portfolio oversight. The firm develops client-specific investment strategies through interviews to determine objectives, risk tolerance and time horizon, and implements those strategies using a mix of fundamental, technical and asset-allocation approaches. Unlike many peers, Prometheus conducts portfolio supervision on a primarily non‑discretionary basis, so clients retain authority to approve transactions and the firm documents quarterly reviews and monitoring consistent with client objectives. Notable distinctions in the brochure include a compact advisory team managing roughly $398 million across a few hundred client accounts and advisory personnel who are also licensed insurance professionals and may receive commission-based compensation for insurance sales, a conflict the firm discloses and manages through policies and client disclosure. The firm also discloses use of third‑party standing letters of authorization for client disbursements and the resulting custody implications for certain accounts, and it provides ERISA fiduciary services and participant education for retirement-plan clients.

To learn more about the advisors currently working at Prometheus Capital Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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