$27.2M Total AUM
$27.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
4 yrs Firm Age
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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Vital unison
- Established Date
- 11-30-2021
- Office Locations
- 1
Office Locations
3858 N Sassafras Hill RD Fayetteville AR
About Holy City Prosperity, LLC
Holy City Prosperity, LLC is a Northwest Arkansas-based fiduciary advisor led by Phillip Cingolani, providing comprehensive financial planning and ongoing investment management for individuals, families, and business owners. Portfolios are built around client lifestyle goals using a multi-layered screening process, often implemented with diversified public funds and ETFs, with custody through platforms such as TradePMR.
Team overview
-- AVG AGE
$27.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Pioneer Unison North vector Unison North zenith Zenith
Client Personas
Fusion Optima
Custodian
Bridge Atlas
Investment Themes
Frontier Atlas oak Capital signal Quantum
Investment Vehicles
Element north Element
Services
Momentum vital Ridge Fusion zenith Atlas Ridge Peak Unison
Technology
Ridge
Owner & Executives
J
John Phillip Cingolani
Chief Compliance Officer, Managing Partner
- CRD
- #5927118
- Ownership
- 75% or more
(361) 213-1059
fusion.catalyst@vertexcapital.com
in linkedin.com/in/wave-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,151,543 | $485,344 |
| Non-Discretionary | $0 | -- |
| Total | $27,151,543 | $485,344 |
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Separately Managed Accounts
Total SMA Asset: $27,151,543
Equity - Exchange:
19.3% Public Funds:
23.9% Cash:
33.9% Municipal Bonds:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $438,080,514 | 19.3% |
| Public Funds | $542,493,487 | 23.9% |
| Cash | $769,478,209 | 33.9% |
| Municipal Bonds | $519,795,014 | 22.9% |
| Total | $2,269,847,224 | 100.0% |