Prairie Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$102,961,827
Clients
93
37% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
93
Very HighAverage account size
$1,107,116
About
Prairie Investment Advisors, LLC provides discretionary portfolio management, ongoing life‑planning, and financial planning retainer services to individuals as well as to trusts, estates, retirement plans, charitable organizations, and business entities. The firm also assists clients in selecting third‑party investment managers and offers consulting on specific financial matters such as 401(k) reviews and cash‑flow analysis.
Its investment process uses a mix of modern portfolio theory, fundamental and cyclical analysis, and both long‑term and occasional short‑term trading, with portfolios tailored to each client’s stated objectives and risk tolerance and reviewed at least quarterly. The firm may implement model portfolios and allocates to outside tactical managers when appropriate, monitoring those third‑party advisers on a regular basis.
Prairie is notable for managing over $100 million for roughly 90 clients while operating with a single designated advisor, and for routinely working with non‑traditional investments — including real estate private placements, 1031/1035 exchanges, raw land, precious metals, and oil and gas interests — where it assists with due diligence, paperwork, and acts as a liaison with sponsors. The firm integrates life planning into its ongoing services rather than charging separately for that component, can effect third‑party wire transfers on client accounts, and generally does not vote client proxies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Life planning services
Expertise
Charitable giving & philanthropy
Gifting strategies
Real estate investing
Fee options
Negotiated fixed fees for consulting services; retainer fees billed quarterly in advance
$0 - $500,000: 2.0% of assets managed $500,001 - $1,500,000: 1.5% of assets managed $1,500,001+: 0.5% of assets managed
$75-$250 per hour depending on service and personnel
Account minimum: $250,000
Main office location
Prairie Investment Advisors, LLC
1813 N. Mill St., Suite G
Naperville IL 60563, United States
Number of offices
2
Most active in
Prairie Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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