Prominence Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,134,958
Total clients
22
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$2,597,044
About
Prominence Capital provides discretionary portfolio management and financial planning to a small mix of individual clients, high‑net‑worth households, pooled investment vehicles (private funds), pension and profit‑sharing plans, and corporations. The firm states it manages both separately managed accounts and private funds and offers pension consulting and other institutional advisory services.
The adviser documents client goals and constraints in an Investment Policy Statement and typically operates with discretionary authority, conducting reviews at least quarterly by its sole advisory professional. Its methods include charting, fundamental, technical and cyclical analysis, and it invests across mutual funds, equities, fixed income, hedge funds, REITs and private placements while employing strategies such as long‑ and short‑term trading, short sales, margin and options writing in separately managed accounts.
Distinguishing features for a one‑advisor independent firm include active management of pooled vehicles/private funds and explicit work with institutional/pension clients while retaining all portfolio management in‑house rather than selecting third‑party managers. The firm also uses institutional custody and third‑party reporting (Charles Schwab and Advent/Black Diamond) and discloses that it does not accept performance‑based fees.
Client services
Expertise
Fee options
Financial planning fees between $2,500 and $5,000
1.50% annually
Main office location
Prominence Capital
3405 W. Bavaria Street, Suite 105
Eagle ID 83616, United States
Number of offices
1
Most active in
California · Idaho · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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