A complete list of active advisors currently associated with Prometheus Investment Advisors LLC

Warmer can help you find a great advisor at Prometheus Investment Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Prometheus Investment Advisors LLC, 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.