Firm profile

PROSPERA FUNDS, INC.

ISLE OF PALMS, SCCRD 331765Latest ADV March 31, 2026

Prospera Funds, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Isle Of Palms, SC. Its latest Form ADV filing, dated March 31, 2026, reports $5M in regulatory assets under management, 4 employees, and 1 account.

Assets Under Management
$5M
Employees
4
Offices
--
Total Clients
<5
Primary office
ISLE OF PALMS, SC
119 CHARLESTON BOULEVARD, ISLE OF PALMS, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMichael L. Pierce
CCOKristof Wild
COOKristof Wild

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5Mas of March 31, 2026
Discretionary100.0%
$5M
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$5M
Total Accounts1
10Y AUM Change+$5M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee0:1
10Y Employee Change+2 (+100.0%)

* 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.