Prostatis Financial Advisors Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hanover, MD. Its latest Form ADV filing, dated April 30, 2026, reports $605M in regulatory assets under management, 27 employees, 11 offices, and 3,806 accounts.
Assets Under Management
$605M
Employees
27
Offices
11 offices
Total Clients
1,568
Primary office
HANOVER, MD
7580 BUCKINGHAM BLVD, SUITE 180, HANOVER, MD, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.6% of total clients.
Top client categories% of clientsClients
1
Individuals
91.6%
1,437
2
HNWI
8.4%
131
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of April 30, 2026
Discretionary99.9%
$605M
100% of total RAUM99.9%
Non-discretionary0.1%
$635K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$605M
Total Accounts3,806
10Y AUM Change+$505M (+505.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee58:1
10Y Employee Change+20 (+285.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.