HOLY CITY PROSPERITY, LLC

Overview

Holy City Prosperity, LLC is a small, independent registered investment adviser that leans heavily toward equity-centered portfolios while using third-party managers to access alternatives. The firm provides financial planning and portfolio management for individuals, families and small-business clients, charging a mix of percentage-of-AUM, hourly and fixed fees. Investment emphasis is on exchange-traded equities as the core holding, with a meaningful allocation to externally managed private market and specialty strategies — private equity, venture capital, real estate, commodities and collateralized debt — accessed through third‑party funds rather than an in‑house fund vehicle. The firm is not positioned as a multi‑state adviser or pension consultant and does not flag itself as an active ESG investor. Holy City Prosperity appears to run discretionary strategies for most of its relationships and favors liquid equity exposure for portfolio construction, complementing that exposure with mutual funds and selective alternative fund allocations to pursue diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices