A complete list of active advisors currently associated with Prospera Capital Management, LLC

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

Prospera Capital Management serves individuals (including high‑net‑worth clients), trusts, pension plans and business entities with discretionary asset management, comprehensive portfolio management and standalone financial planning and consulting. Its investment universe includes individual stocks, bonds, ETFs, mutual funds, options and certain private investments, and the firm provides financial planning on matters such as retirement, estate, charitable and education planning. The firm constructs individualized portfolios and conducts ongoing monitoring and rebalancing, drawing on fundamental, quantitative, qualitative and sector analysis; for fixed‑income mandates it maintains duration targets within a narrow band around benchmarks. Advisory relationships are governed by written agreements and the firm executes discretionary trades for clients who grant that authority, with planning delivered on a project or hourly basis. Notable operational features include that Prospera was formed in 2024 but reports roughly $344 million in regulatory assets under management across a small client base and three advisors, resulting in relatively high AUM per client. The firm also documents more business‑oriented planning services (cost segregation studies, corporate structure and tax planning, lines‑of‑credit evaluation) and discloses operational details such as the use of margin in accounts and receipt of sponsor‑supported educational benefits that clients may wish to review.

To learn more about the advisors currently working at Prospera Capital Management, 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.