← Directory
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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.