PROSSIMO ADVISORS LLC

CRD 289347File 801-118685

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$238.5M

Below cohort median (national)

Discretionary AUM

$238.5M

Clients

101 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 11, 2020
Principal office: 1150 OSOS STREET, SUITE 208, SAN LUIS OBISPO, CA, 93401
Phone: 805-548-2800
Website: https://www.prossimoadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $238.5M
Discretionary AUM: $238.5M
Non-discretionary AUM: $0
Discretionary accounts: 101
Non-discretionary accounts: 0
Total accounts: 101
AUM per client: $9.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$17.2M
Charitable organizations	Fewer than 5	$14.3M
High net worth individuals	26	$201.8M
Pension and profit sharing plans	Fewer than 5	$3.9M
Individuals (other than high net worth individuals)	Fewer than 5	$1.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
A percentage of assets under your management

Advisory activities

Other advisory activities
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
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.