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PROSSIMO ADVISORS LLC
CRD 289347File 801-118685
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$238.5M
Below cohort median (national)
Discretionary AUM
$238.5M
Clients
26
101 accounts
Employees
4
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 27 | 26 | decreased by1 |
| Apr 1, 2026 | AUM | $196,294,029 | $238,503,090 | increased by$42,209,061 |
| Apr 1, 2026 | Accounts | 90 | 101 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 26 | 27 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,348,260 | $196,294,029 | increased by$14,945,769 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 80 | 90 | increased by10 |
| Apr 1, 2022 | Clients | 21 | 26 | increased by5 |
| Apr 1, 2022 | AUM | $138,295,495 | $181,348,260 | increased by$43,052,765 |
| Apr 1, 2022 | Accounts | 56 | 80 | increased by24 |
| 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 “PROSSIMO ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROSSIMO 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.