Prometheus Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,100,000
Clients
2
Advisors
1
of 1 employees
About
Prometheus Capital Management provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm documents client goals and constraints in an Investment Policy Statement and offers both discretionary and non‑discretionary management tailored to each client’s risk tolerance and objectives.
Investment decisions draw on charting, fundamental, and technical analysis and typically emphasize large‑cap, dividend‑driven equities while also using mutual funds, ETFs, fixed income, REITs, commodities and annuities. The firm also employs options strategies — including covered, uncovered, and spread positions — and discloses the use of derivatives in separately managed accounts as part of its toolkit.
Noteworthy features for a small independent adviser are the explicit acceptance of charitable organizations as clients and the active use of options and derivatives in client portfolios, practices that are less common among peers. The firm requires clients to custody assets at Schwab Institutional, does not aggregate trades across client accounts, and delivers monthly custodian statements plus quarterly reports.
Client services
Expertise
Fee options
$500,000 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $14,999,999: 0.70% $15,000,000 - AND UP: 0.50%
$100 to $500 per hour
Account minimum: $500,000
Main office
200 E. Robinson St Suite 1120
Orlando FL 32801
Advisors at this office
1
Most active in
Florida
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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