Prometheus Capital Management Corp.

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Client assets under management

$395,281,310

Clients

268

66% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

134

Very High

Average account size

$1,474,930

About

Prometheus Capital Management Corp. is an SEC-registered adviser that provides investment supervisory services, pension and 401(k) consulting, financial planning and other consulting to individuals, high-net-worth clients, retirement plans, trusts and privately held businesses. The firm works with both individual retail clients and plan sponsors, delivering written financial plans and periodic reporting alongside ongoing portfolio oversight.

The firm develops client-specific investment strategies through interviews to determine objectives, risk tolerance and time horizon, and implements those strategies using a mix of fundamental, technical and asset-allocation approaches. Unlike many peers, Prometheus conducts portfolio supervision on a primarily non‑discretionary basis, so clients retain authority to approve transactions and the firm documents quarterly reviews and monitoring consistent with client objectives.

Notable distinctions in the brochure include a compact advisory team managing roughly $398 million across a few hundred client accounts and advisory personnel who are also licensed insurance professionals and may receive commission-based compensation for insurance sales, a conflict the firm discloses and manages through policies and client disclosure. The firm also discloses use of third‑party standing letters of authorization for client disbursements and the resulting custody implications for certain accounts, and it provides ERISA fiduciary services and participant education for retirement-plan clients.

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Financial Planning and Consulting Services fixed fees typically ranging from $500 to $10,000

Percentage

$0 - $49,999.99: 1.75% $50,000 - $99,999.99: 1.50% $100,000 - $199,999.99: 1.25% $200,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.75% $5,000,000 - $7,499,999.99: 0.70% $7,500,000 - $9,999,999.99: 0.65% $10,000,000+: 0.60%

Commissions

Certain personnel earn commissions for selling insurance products, separate and in addition to advisory fees

Project-based

Financial Planning and Consulting Services charged at $350 per hour

Other

Fee-only: Financial Planning and Consulting Services fees charged hourly at $350/hour and fixed fees ranging from $500 to $10,000

Main office location

Prometheus Capital Management Corp.

30 S. Main Street

Yardley PA 19067, United States

Number of offices

Most active in

Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 215-321-9312

Advisors at this firm

Stephen W

CFP®, Series 63, Series 65

Yardley, PA

Prometheus Capital Management Corp.

Stephen Wetzel is a CFP® with 34 years of experience in financial advisory services. He is president of Prometheus Capital Management Corp., where he has worked since 1994, and has been affiliated with The Investment Center Inc. since 2011. He is also a full adjunct professor of financial management at New York University, teaching courses in the CFP program and participating in curriculum development. Prometheus Capital Management Corp. is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides non-discretionary portfolio management, pension consulting, and financial planning, managing approximately $247.6 million for 221 clients through a comprehensive investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis.

Retired Founder/Business Owner

Nicholas W

CFP®, Series 66

Yardley, PA

Prometheus Capital Management Corp.

Nicholas Wetzel is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently a financial advisor at Prometheus Capital Management Corp., where he has worked since 2021, following prior roles at Goldman Sachs and other financial firms. Outside of his advisory work, Wetzel volunteers as a sub-group leader for the South Jersey Real Estate Investors Association, organizing events and educational seminars related to real estate investing. Prometheus Capital Management Corp. is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides primarily non-discretionary portfolio management alongside pension consulting and financial planning, using a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework.

Retired Founder/Business Owner

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