PROMUS ADVISORS

Legal name: PROMUS ASSET MANAGEMENT, LLC

CRD 157484File 801-80941

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$384.6M

Below cohort median (national)

Discretionary AUM

$363.5M

Non-discretionary $21.1M

Clients

260 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Feb 5, 2015
Principal office: 8226 DOUGLAS AVENUE, SUITE 650, DALLAS, TX, 75225
Phone: 214-612-5750
Website: HTTP://WWW.PROMUSADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $384.6M
Discretionary AUM: $363.5M
Non-discretionary AUM: $21.1M
Discretionary accounts: 247
Non-discretionary accounts: 13
Total accounts: 260
AUM per client: $7.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	44	$383.7M
Individuals (other than high net worth individuals)	6	$901K

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	4	6	increased by2
Apr 1, 2026	AUM	$415,008,379	$384,624,254	decreased by$30,384,125
Apr 1, 2026	Accounts	271	260	decreased by11
May 1, 2025 vs Oct 1, 2022	Employees	2	4	increased by2
May 1, 2025 vs Oct 1, 2022	Custody	Yes	No
May 1, 2025 vs Oct 1, 2022	Clients	30	50	increased by20
May 1, 2025 vs Oct 1, 2022	AUM	$432,203,745	$415,008,379	decreased by$17,195,366
May 1, 2025 vs Oct 1, 2022	Accounts	235	271	increased by36
Apr 1, 2022	Employees	3	2	decreased by1
Apr 1, 2022	Clients	29	30	increased by1
Apr 1, 2022	AUM	$413,008,978	$432,203,745	increased by$19,194,767
Apr 1, 2022	Accounts	226	235	increased by9
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 “PROMUS ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROMUS ADVISORS” 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.