PROMUS ADVISORS

Overview

Promus Advisors is an independent SEC-registered registered investment adviser organized as a limited liability company and operating since 2015. The firm identifies as a capital allocator serving primarily individual and family clients. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Promus charges a mix of fee structures — percentage of assets under management, hourly fees and fixed fees — and does not position itself as an active ESG investor, pension consultant, or a related adviser. The firm’s filing classifies ownership as a combination of a domestic entity and an individual. Promus describes itself as an allocator that employs third-party managers and advisers when appropriate, which aligns with its stated service of selecting other advisers for client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices