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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2003
- Office Locations
- 1
Office Locations
About Prism Advisors, Inc.
Prism Advisors, Inc. is a registered investment adviser providing wrap comprehensive portfolio management plus financial planning and consulting for retail clients, including entrepreneurs. Portfolios emphasize asset allocation using vehicles such as ETFs and mutual funds and may incorporate fixed income. The firm reports Charles Schwab & Co. as a custodian, relevant for distribution and platform alignment.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Amy Louise Aquino
Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
MCGINNIS ANDREW MCCOY
President
- CRD
- #1708167
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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RYAN WILLIAM HUMBERT
Certified Financial Planner
- CRD
- #6294405
Justin William Van Orden
--
- CRD
- #7786163
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $502,956,005 | $778,570 |
| Non-Discretionary | $12,097,026 | $163,473 |
| Total | $515,053,031 | $715,351 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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