DBA: PROSTATIS FINANCIAL ADVISORS GROUP
| Total AUM | $605.4M |
| Discretionary | $604.8M100% of AUM |
| Non-Discretionary | $635K |
| Client Accounts | 3,806 |
| Avg Account Size | $159K |
| Employees | 27 |
| Peak AUM | $605.4MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $605M | +19.0% | +24.1% | +27.1% | |
| Discretionary AUM | |||||
| Total AUM | $605.4M |
| Discretionary | $604.8M |
| Employees | 27 |
| Client Accounts | 3806 |
| Client Range | More than 500 |
Address
7580 BUCKINGHAM BLVD, SUITE 180
HANOVER MD 21076
Phone
410-863-1040
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$605M
99.9% of AUM
Non-Discretionary
$635,374
0.1% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
No related registrations reported
| +24.4% /yrover 8 yrs · 23 filings |
Total AUM
$605M
| $605M |
| +19.3% |
| +24.5% |
| +27.5% |
| Non-Disc. AUM | $635,374 | 66.1% | 39.2% | 25.5% |
| Total Accounts | 4k | 9.7% | +5.1% | +13.9% |
| Avg Account Size | $159,076.284 | +31.8% | +18.1% | +11.6% |
| Employees | 27 | +50.0% | +30.1% | +24.1% |
| AUM / Employee | $22M | 20.7% | 4.6% | +2.4% |
Client AUM Segments | |||||
| Wealth AUM | $604M | +18.7% | +24.0% | +27.0% | |
| Institutional AUM | $1M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 1k | 7.4% | +7.5% | +11.6% | |
| Individuals | 131 | +48.9% | +102.0% | +32.0% | |