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PROSPERITY - AN EISNERAMPER COMPANY
Legal name: THE PROSPERITY CONSULTING GROUP, LLC
CRD 133777File 801-96321
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.04B
Top 25% of cohort (national)
Discretionary AUM
$5.03B
Non-discretionary $8.8M
Clients
2,412
7,473 accounts
Employees
82
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 18, 2015
- Principal office
- 10065 RED RUN BOULEVARD, SUITE 200, OWINGS MILLS, MD, 21117
- Phone
- 410-363-7211
- Website
- https://prosperityea.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.04B
- Discretionary AUM
- $5.03B
- Non-discretionary AUM
- $8.8M
- Discretionary accounts
- 7,468
- Non-discretionary accounts
- 5
- Total accounts
- 7,473
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $34.9M |
| Charitable organizations | 14 | $24.8M |
| High net worth individuals | 995 | $4.23B |
| Pension and profit sharing plans | 10 | $6.9M |
| Individuals (other than high net worth individuals) | 1,374 | $741.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Employees | 66 | 82 | increased by16 |
| Aug 29, 2026 | Clients | 1,896 | 2,412 | increased by516 |
| Aug 29, 2026 | AUM | $3,195,898,263 | $5,038,680,517 | increased by$1,842,782,254 |
| Aug 29, 2026 | Accounts | 5,557 | 7,473 | increased by1,916 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 51 | 66 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,811 | 1,896 | increased by85 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,913,821,221 | $3,195,898,263 | increased by$282,077,042 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 5,322 | 5,557 | increased by235 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 51 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 458 | 1,811 | increased by1,353 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $386,084,966 | $2,913,821,221 | increased by$2,527,736,255 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,045 | 5,322 | increased by4,277 |
| Feb 1, 2022 | Employees | 13 | 16 | increased by3 |
| Feb 1, 2022 | Clients | 416 | 458 | increased by42 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROSPERITY AN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROSPERITY AN” 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.