Overview
Assets Under Management: $248 million
Headquarters: YARDLEY, PA
High-Net-Worth Clients: 154
Average Client Assets: $1 million
Frequently Asked Questions
PROMETHEUS CAPITAL MANAGEMENT CORP. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121982), PROMETHEUS CAPITAL MANAGEMENT CORP. is subject to fiduciary duty under federal law.
PROMETHEUS CAPITAL MANAGEMENT CORP. is headquartered in YARDLEY, PA.
PROMETHEUS CAPITAL MANAGEMENT CORP. serves 154 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, PROMETHEUS CAPITAL MANAGEMENT CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PROMETHEUS CAPITAL MANAGEMENT CORP. manages $248 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, PROMETHEUS CAPITAL MANAGEMENT CORP. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 154
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.29
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 678
Non-Discretionary Accounts: 678
Regulatory Filings
CRD Number: 121982
Filing ID: 2028774
Last Filing Date: 2025-11-20 08:04:37
Website: 0