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PTMA INVESTMENT ADVISORS
Legal name: PRUDENT MAN ADVISORS, LLC
CRD 301973File 801-115313
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.59B
Top 10% of cohort (national)
Discretionary AUM
$28.56B
Non-discretionary $2.03B
Clients
160
508 accounts
Employees
157
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 2, 2019
- Principal office
- 2135 CITYGATE LANE, 7TH FLOOR, NAPERVILLE, IL, 60563
- Phone
- 630-657-6400
- Website
- HTTP://WWW.PMANETWORK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.59B
- Discretionary AUM
- $28.56B
- Non-discretionary AUM
- $2.03B
- Discretionary accounts
- 491
- Non-discretionary accounts
- 17
- Total accounts
- 508
- AUM per client
- $191.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.20B |
| Insurance companies | 12 | $422.4M |
| Charitable organizations | 8 | $38.2M |
| Other investment advisers | Fewer than 5 | $48.6M |
| High net worth individuals | 8 | $26.2M |
| Pooled investment vehicles | 12 | $27.05B |
| State or municipal government entities | 108 | $1.81B |
| Individuals (other than high net worth individuals) | 7 | $2.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 161 | 160 |
| 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.