Prosperent Capital, LLC

Overview

Prosperent Capital, LLC is a small limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm also performs insurance brokerage and accounting activities, reflecting a blended advisory and ancillary services model. Ownership is listed as an individual owner; the adviser is not classified under a specific RIA subsector in the available data. The firm charges clients via a mix of billing methods — percentage of assets under management, hourly fees, and fixed fees — and it does not identify as an active ESG investor or a multi-state adviser. Prosperent Capital is not flagged as a capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices