Prosperent Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prosperent Capital, LLC provides discretionary investment management and financial planning and consulting primarily for individual and high‑net‑worth clients. The firm manages client assets within designated custodian accounts and does not take custody of client funds.
The firm’s investment approach emphasizes long‑term, diversified portfolios built with low‑cost, passive no‑load mutual funds and ETFs, using Modern Portfolio Theory and fundamental analysis to set strategic asset allocations and rebalance as needed; it may also use individual stocks and bonds or shorter‑term trades to meet client objectives. Prosperent supplements its decision‑making with third‑party tools, including an order management/algorithmic platform used as a resource for buy/hold/sell signals.
Distinctive aspects of the firm include affiliated service lines: an in‑house accounting/tax practice and an affiliated insurance agency that offers life insurance and annuity products, services the brochure discloses may be offered to clients and could present conflicts of interest. The firm is a small, state‑registered adviser founded in 2022 with under $3 million in discretionary assets and generally no account minimum, a combination of scale and integrated tax/insurance offerings that is uncommon among similarly supported firms.
Client services
Expertise
Fee options
Flat fees for financial planning or consulting services ranging from $500 to $10,000; also flat fee investment management fees ranging from $500 to $100,000 reviewed every 6 months
$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.25% annually $1,500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
$250 to $750 per hour for financial planning or consulting services
Financial planning or consulting fees may be charged as a monthly ongoing retainer ranging from $250 to $1,000 per month
Fee-only: Financial planning or consulting services on an hourly basis ranging from $250 to $750 per hour, $250–$1,000 per month retainer, or $500 to $10,000 fixed fee
Main office
See office185 E. Church Street
Ukiah CA 95482
Advisors at this office
1
Offices (2)
Most active in
California
Also doing business as
Better Life Finance Managers, LLC · Prosperent Capital, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Angie G
CFP®, PFS™, Series 65
Ukiah, CA
Prosperent Capital, LLC
Angie Grainger is a CFP®, PFS™, and licensed CPA with 11 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience with firms including Aspiriant, LLC, and Better Life Financial Group, Inc. In addition to financial advising, she provides accounting and tax advice through her active CPA practice. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, diversified investment approach focused on low-cost, passive funds, supplemented by fundamental analysis and third-party tools, and also operates affiliated accounting and insurance service lines.
Elisabeth E
Series 65
Huntington Beach, CA
Prosperent Capital, LLC
Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with Reach Agency, Inc. and her own consulting firm, Eropkin Enterprises Inc., where she serves as president. Outside of investment advising, she is the managing director of client services at Prosperent Co, a CPA firm. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes long-term, diversified portfolios using low-cost, passive mutual funds and ETFs, supplemented by individual securities and algorithmic tools, and integrates affiliated accounting and insurance services.
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