Prospera Capital Management, LLC

RIASEC Registered

Total AUM

$344M

Discretionary

$304M

88% of AUM

Avg account

$1.7M

Accounts

206

Employees

3

Advisory reps

4

Firm details

Headquarters: ,
CRD number: 330390
Registered since: June 26, 2024
Website: www.deterswealthmanagement.com
Custodians: THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI99.49%
Individuals0.51%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Prospera Capital Management, LLC is an independent, SEC-registered investment adviser (registered in 2024) structured as an LLC and owned by a combination of a domestic entity and an individual. The firm concentrates on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Prospera does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds87%
Exchange Traded Equities8%
Cash & Cash Equivalents3%
State & Local Bonds1%
Investment Grade Corp Bonds1%

Contacts

3 of 4

Sara Amparan
PartnerCRD 5713380
Heather Mcclain
Senior Wealth AdvisorCRD 5094398
Chase Deters
President & Senior Wealth AdvisorCRD 4945902

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 48

Active vs passive

$386M in ETFs

Passive

98%

$379M

Active

<1%

$6.6M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$148M	395,071	38.35%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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