Shared Prosperity Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$680,248
Clients
1
0% 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
1
Very LowAverage account size
$680,248
About
Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, and its brochure also lists high‑net‑worth individuals and institutions among potential client types. The firm prepares an Investment Policy Statement for each client, monitors portfolios on an ongoing basis, and charges asset‑based advisory fees while offering general financial education via a firm YouTube channel.
Investment recommendations are grounded in fundamental analysis and modern portfolio theory and implemented through a long‑term trading approach that uses a mix of equities, fixed income, ETFs, real estate funds, commodities, and non‑U.S. securities. SPG tailors portfolios to client goals and risk tolerances, may use Altruist’s Model Marketplace for third‑party model allocations, and operates with discretionary trading authority and automated custodial fee calculations.
Distinctive features include a formal charitable giving framework embedded in the firm’s bylaws that directs at least 10% of gross monthly revenue to vetted U.S. 501(c)(3) nonprofits, with donations separate from client accounts and not solicited from clients. The firm is unusually small for its supported category—one advisor, roughly $680,000 in discretionary AUM and a single reported client—and requires use of a specific custodian (Altruist) while not aggregating block trades, which may affect trade execution compared with peers.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Wealth management
Fee options
1.00% annually for assets $50,000 and up
Account minimum: $25,000 (with a total household minimum of $50,000, waivable at discretion)
Main office location
Shared Prosperity Group
5441 S Macadam Ave, Ste N
Portland OR 97239, United States
Number of offices
1
Most active in
Shared Prosperity Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Oregon
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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