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 primarily serves individual and high‑net‑worth clients and also works with trusts, pension and profit‑sharing plans, and business entities. The firm provides discretionary asset management, a comprehensive portfolio management service that combines ongoing investment management with financial planning, and standalone financial planning and consulting engagements. Investment portfolios are constructed from individual stocks, bonds, ETFs, options, mutual funds and other public and private securities and are continuously monitored and rebalanced to client objectives. The firm employs multiple analytical approaches — fundamental, qualitative, quantitative and sector analysis — and maintains a disciplined fixed‑income duration policy while using a range of strategies including long‑ and short‑term holdings, options and, where appropriate, margin transactions. Noteworthy features include a relatively small client roster (49 clients) managing approximately $337 million in assets overseen by two advisors, resulting in a high assets‑per‑client ratio for a newly registered adviser (2024). The firm also offers less common planning services for a firm of its size — such as cost segregation studies, corporate structure and real estate analysis, and lines‑of‑credit evaluation — and discloses that it bills advisory fees on securities purchased on margin, a practice that may create an incentive to use margin.

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.