A complete list of active advisors currently associated with ProSophia Advisors, LLC

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

ProSophia Advisors offers discretionary investment management through separately managed accounts focused on liquid, exchange-traded assets, primarily individual equities and equity ETFs. The firm positions its services toward high-net-worth and institutional-type clients who meet its qualified-client standards for certain fee arrangements. The investment approach centers on a proprietary evolutionary AI and machine learning system that analyzes large quantities of market and derivative data to produce asset-specific, rules-based trading models; trading signals are routed directly to the client’s executing broker. Strategies are implemented actively—including short positions when appropriate—and incorporate built-in risk-control rules, while clients can specify asset selection, process deployment, and allocation parameters. Notably, ProSophia uses performance-based compensation for qualified clients, a structure that is uncommon among independent advisors; the brochure discloses steps to mitigate related conflicts by relying on model-driven executions and predefined intervention rules. The firm emphasizes its technology-origin (commercial AI adapted for markets), direct broker integration without cross-account order aggregation, and its status as a recently formed, small-scale manager with limited discretionary assets under management.

To learn more about the advisors currently working at ProSophia 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.