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PROSTATIS FINANCIAL ADVISORS GROUP
Legal name: PROSTATIS GROUP LLC
CRD 132662File 801-112501
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$605.4M
Above cohort median (national)
Discretionary AUM
$604.8M
Non-discretionary $635K
Clients
1,568
3,806 accounts
Employees
27
Above cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 23, 2018
- Principal office
- 7580 BUCKINGHAM BLVD, SUITE 180, HANOVER, MD, 21076
- Phone
- 410-863-1040
- Website
- http://prostatisadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $605.4M
- Discretionary AUM
- $604.8M
- Non-discretionary AUM
- $635K
- Discretionary accounts
- 3,799
- Non-discretionary accounts
- 7
- Total accounts
- 3,806
- AUM per client
- $386K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | 131 | $243.2M |
| Individuals (other than high net worth individuals) | 1,437 | $360.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 27 | increased by9 |
| Apr 1, 2026 | Clients | 1,639 | 1,568 | decreased by71 |
| Apr 1, 2026 | AUM | $508,939,132 | $605,444,336 | increased by$96,505,204 |
| Apr 1, 2026 | Accounts | 4,217 | 3,806 | decreased by411 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 18 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,010 | 1,639 | increased by629 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $273,172,936 | $508,939,132 | increased by$235,766,196 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,848 | 4,217 | increased by1,369 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 854 | 1,010 | increased by156 |
| Apr 1, 2022 | AUM | $178,951,899 | $273,172,936 | increased by$94,221,037 |
| Apr 1, 2022 | Accounts | 1,965 | 2,848 | increased by883 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROSTATIS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROSTATIS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.