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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 Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.20B
Top 25% of cohort (national)
Discretionary AUM
$3.18B
Non-discretionary $11.7M
Clients
1,896
5,557 accounts
Employees
66
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
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.20B
- Discretionary AUM
- $3.18B
- Non-discretionary AUM
- $11.7M
- Discretionary accounts
- 5,548
- Non-discretionary accounts
- 9
- Total accounts
- 5,557
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $41.5M |
| Charitable organizations | 19 | $14.5M |
| High net worth individuals | 762 | $2.60B |
| Pension and profit sharing plans | 6 | $4.1M |
| Individuals (other than high net worth individuals) | 1,088 | $534.6M |
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 |
|---|---|---|---|
| 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.