Promethium
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 329565
- Registered since
- January 24, 2024
- Website
- promethiumadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.13%
- Individuals4.92%
- Corporations / Businesses1.95%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Promethium is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves both individual & family clients and institutional clients and charges fees based on a percentage of assets under management. Advisory capabilities include financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting services. Promethium also operates as an insurance broker as part of its service mix. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds28%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$64.5M in ETFs
88%
$56.5M
13%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) | State Street | Passive | Ultrashort Bond | $14.7M | 147,971 | 22.78% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7272 Wisconsin Ave
- Time zone
- ET (UTC-5)
- Office locations
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