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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2007
- Office Locations
- 1
Office Locations
About Prism Capital
Prism Capital is a Columbia-based RIA. The firm has been operating for 18 years. Managing $6.0M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Prism Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN WILLIAM PFENENGER II
Associate, President
- CRD
- #2016832
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Prism Capital has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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