Prometheus Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prometheus Investment Advisors LLC is a small independent registered investment adviser serving individuals and high-net-worth clients, managing roughly $21.6 million across about 45 accounts. The firm provides discretionary portfolio management and financial planning, prepares an Investment Policy Statement for each client, and may refer portions of client assets to third‑party advisers.
Investment decisions are informed by modern portfolio theory and quantitative analysis, and Prometheus combines model allocations with individualized recommendations and documented risk tolerances. The firm uses both long‑ and short‑term trading and may employ margin and options strategies, typically operating under discretionary authority to implement portfolio changes.
Notable for a firm of its size, Prometheus participates in a wrap fee program administered through SEI and generally requires clients to use SEI Private Trust Company as custodian, so wrap accounts are billed on a bundled fee basis rather than per-transaction. The firm also discloses limited custody arising from fee deductions and trustee relationships with family trusts, and it may charge its standard advisory fee in addition to fees for any third‑party managers it selects.
Client services
Expertise
Fee options
$500 to $10,000 per financial plan
$1 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$200 to $300 per hour
Main office
Greenwich CT
Advisors at this office
1
Most active in
Colorado · Connecticut · Louisiana · Maine · Texas
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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