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Promus Advisors

Promus Advisors. CRD 157484

Promus Advisors logo

CRD: 157484

Promus Advisors

Dallas, TX, 75225
2146125750
www.promusadvisors.com
$384.6M Total AUM
$363.5M Disc. AUM
-2.6% 3Y CAGR
6 Employees
50 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail
Platforms
Momentum
Established Date
03-01-2011
Office Locations
2

Office Locations

1295 Cornwall Road Unit A3 Oakville --
8226 Douglas Avenue Suite 650 Dallas TX

About Promus Advisors

Promus Advisors is an independent, fiduciary wealth planning firm focused on families and multi-generational “life & legacy” goals. The team provides strategic planning and holistic financial management, coordinating estate, tax, and charitable giving decisions alongside portfolio management delivered through Promus Asset Management, LLC. The firm is fee-only—no product, commission, or referral compensation—and can custody client accounts at Pershing Advisor Solutions.

Team overview

40 AVG AGE
$96.2M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
5.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Oak Beacon insight Summit Harbor North delta Vital zenith Timber Value Foundation

Client Personas

Foundation glacier

CRM

Element oak

Custodian

Crest Oak vector Catalyst Quantum harbor

Investment Themes

Oak summit Timber pathway

Investment Vehicles

Momentum Crest oak Wave glacier

Platform

Matrix

Services

Momentum eagle Meridian Matrix oak Vector Momentum pathway Ember unison Value Momentum Legacy Ember Meridian

Technology

Vector

Owner & Executives

BRANDON KENNETH POPE

BRANDON KENNETH POPE

Vice Chair

CRD
#2509122
Ownership
10% but less than 25%
(228) 618-1178
alpha.ridge@insightcapital.com
in linkedin.com/in/legacy-peak
JOSHUA JAMES PRINCE

JOSHUA JAMES PRINCE

President

CRD
#5142443
Ownership
Less than 5%
(645) 861-3359
bridge.atlas@pathwaycapital.com
in linkedin.com/in/beacon-north
O

Oak horizon

Atlas foundation ember

CRD
#28340
Ownership
9.1%
(976) 632-8338
horizon.pathway@optimacapital.com
in linkedin.com/in/quantum-meridian

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Contacts

Nicholas Joseph Deery

Nicholas Joseph Deery

Vice President

CRD
#7791838
(744) 383-3173
peak.glacier@eaglecapital.com
in linkedin.com/in/foundation-bridge
J

Janine Christina Kim Guenther

--

CRD
#7951517
(447) 813-9002
frontier.optima@fusioncapital.com
in linkedin.com/in/insight-unison
Z

Zenith eagle

Wave peak

CRD
#98440
(485) 258-5325
prime.catalyst@peakcapital.com
in linkedin.com/in/value-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-02-2023
03-26-2024
03-20-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $363,539,977 $1,471,822
Non-Discretionary $21,084,277 $1,621,867
Total $384,624,254 $1,479,324

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Separately Managed Accounts

Total SMA Asset: $384,624,254

$384.6M Total SMA
Public Funds:
26.5%
Municipal Bonds:
17.1%
Cash:
23.6%
Equity - Exchange:
16.8%
U.S. Government/Agency:
16.0%
Asset class Assets Assets %
Public Funds $114,738,292 26.5%
Municipal Bonds $74,038,671 17.1%
Cash $102,182,026 23.6%
Equity - Exchange $72,739,747 16.8%
U.S. Government/Agency $69,275,950 16.0%
Total $432,974,686 100.0%

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