SAN LUIS OBISPO, CACRD 289347Latest ADV March 26, 2026
Prossimo Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Luis Obispo, CA. Its latest Form ADV filing, dated March 26, 2026, reports $239M in regulatory assets under management, 4 employees, and 101 accounts.
Assets Under Management
$239M
Employees
4
Offices
--
Total Clients
26
Primary office
SAN LUIS OBISPO, CA
1150 OSOS STREET, SUITE 208, SAN LUIS OBISPO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 26, 2026
Discretionary100.0%
$239M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$239M
Total Accounts101
10Y AUM Change+$239M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee7:1
10Y Employee Change+1 (+33.3%)
* 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.