Prospera Capital Management, LLC

RIASEC RegisteredEst. 2024
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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm primarily serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagement options. The firm does not identify as an active ESG investor, is not a pension consultant, and is not designated as a related adviser or capital allocator in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 8%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 4
  • Thomas Knowlton

    Thomas Knowlton

    Wealth AdvisorCRD 1801597

  • Chase Deters

    Chase Deters

    President & Senior Wealth AdvisorCRD 4945902

  • Sara Amparan

    Sara Amparan

    PartnerCRD 5713380

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$305M in ETFs

Passive

99%

$302M

Active

<1%

$3.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$116M311,47238.03%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth