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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-12-2017
- Office Locations
- 1
Office Locations
About Prato Capital Management
Prato Capital Management is an independent, fee-only RIA providing comprehensive financial planning and wealth management for individuals, families, and small to mid-size businesses. The firm builds customized, non-proprietary portfolios with a sustainable investing option and focuses on clients’ full financial picture. Custodied at Schwab, it offers clients the PCMBlackBox mobile app to securely track performance and store financial information in one place.
Reported data analysis
What the numbers show
Between January 30, 2025 and March 2, 2026, reported AUM increased 14.7%, from $195.7M to $224.6M.
Across 5 reported observations, AUM increased 34.7% between February 28, 2022 and March 2, 2026, from $166.7M to $224.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 326 clients, or 108.7 clients per representative. That equates to $688.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GREGORY PAUL PRATO
President
- CRD
- #2479601
- Ownership
- 75% or more
GABRIELLA BRACAGLIA
Chief Compliance Officer, Chief Operating Officer, Financial Advisor
- CRD
- #5022238
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN MURPHY O'ROURKE JR.
Director of Financial Planning
- CRD
- #5140418
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,563,710 | $318,079 |
| Non-Discretionary | $0 | -- |
| Total | $224,563,710 | $318,079 |
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Separately Managed Accounts
SMA allocation detail is available
Prato Capital Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.