Promus Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Promus Advisors is a registered investment adviser that provides discretionary and non‑discretionary investment management, investment consulting, and comprehensive financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm monitors client accounts regularly and offers portfolio construction, manager selection, and access to pooled alternative investments and third‑party managers.
Promus’s investment approach is value‑oriented with a bottom‑up security analysis, typically using active managers while allocating to index/ETF funds and niche strategies where appropriate; diversification and an “endowment model” allocation to alternatives are emphasized. The firm routinely monitors third‑party managers via a meritocratic selection, promotion, and termination process and may delegate full discretion to those recommended managers.
Noteworthy aspects include an affiliation with Bellwether Investment Management (Canada) and approval to operate as an international adviser exempt in certain Canadian provinces, with some portfolios potentially traded through that affiliate and subject to separate adviser arrangements. The firm reports approximately $384.6 million in assets under management across a limited number of accounts and states a preference for maintaining a smaller client base to cultivate deeper relationships; it also does not vote client proxies, leaving that responsibility with clients.
Client services
Expertise
Fee options
Fixed annual fee up to $30,000 for stand-alone financial planning services
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001 - $10,000,000: 0.55% annually $10,000,001+: 0.45% annually
Hourly rates may be charged as an alternative fee arrangement, specifics not stated
Fee-only: Fixed annual fee up to $30,000 for stand-alone financial planning services, billed monthly in arrears; fees negotiable and may be project-based
Main office
8226 Douglas Avenue, Suite 650
Dallas TX 75225
Advisors at this office
4
Most active in
Texas
Also doing business as
Promus Advisors · Promus Asset 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:
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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.
Quick links
Advisors at this firm
Joshua P
CFP®, Series 63, Series 65
Dallas, TX
Promus Advisors
Joshua Prince is a CFP® with 17 years of industry experience, currently serving at Promus Advisors. He has been with Promus Asset Management, LLC since 2015. Outside of his advisory role, he is a member of J & K Prince Family Investments LLC, where he manages personal investments. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that includes core equity and fixed income holdings combined with alternative strategies, managing over $400 million in assets with a small advising team.
Nicholas D
Series 65
Dallas, TX
Promus Advisors
Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.
Scott U
CFP®, Series 63, Series 65
Dallas, TX
Promus Advisors
Scott Udkler is a CFP® professional with 18 years of industry experience, currently serving at Promus Advisors. His prior work includes roles at FIFIT LLC, Bearfoot Companies LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., J.P. Morgan Securities, Ufs, and Fidelity. Promus Advisors is a registered investment adviser offering discretionary and non-discretionary investment management, consulting, and financial planning to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. The firm emphasizes a value-oriented, bottom-up investment approach using active managers and diversified strategies, including alternatives, and maintains a smaller client base to foster deeper relationships.
Janine G
CFA®
Dallas, TX
Promus Advisors
Janine Guenther is a CFA® charterholder with over 11 years of industry experience. She is currently with Promus Advisors and Bellwether Investment Management, having previously worked at Dixon Mitchell Investment Counsel and CIBC Wood Gundy. Guenther serves as a Finance Committee member at large for the University Women's Club of Vancouver and is a board member of the CMT Association. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment approach that combines core equity and fixed income holdings with alternative strategies, managing over $415 million across 269 accounts.
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