Prometheus Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,100,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
2
50% high-net worth
Advisors
1
of 1 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
2
Very LowAverage account size
$1,550,000
About
Prometheus Capital Management provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and charitable organizations. The firm documents client goals and constraints in an Investment Policy Statement and offers both discretionary and non‑discretionary management tailored to each client’s risk tolerance and objectives.
Investment decisions draw on charting, fundamental, and technical analysis and typically emphasize large‑cap, dividend‑driven equities while also using mutual funds, ETFs, fixed income, REITs, commodities and annuities. The firm also employs options strategies — including covered, uncovered, and spread positions — and discloses the use of derivatives in separately managed accounts as part of its toolkit.
Noteworthy features for a small independent adviser are the explicit acceptance of charitable organizations as clients and the active use of options and derivatives in client portfolios, practices that are less common among peers. The firm requires clients to custody assets at Schwab Institutional, does not aggregate trades across client accounts, and delivers monthly custodian statements plus quarterly reports.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$500,000 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $14,999,999: 0.70% $15,000,000 - AND UP: 0.50%
$100 to $500 per hour
Account minimum: $500,000
Main office location
Prometheus Capital Management LLC
200 E. Robinson St Suite 1120
Orlando FL 32801, United States
Number of offices
1
Most active in
Prometheus Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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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