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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer
- Established Date
- 02-17-2005
- Office Locations
- 2
Office Locations
About Prospect Financial Group LLC
Prospect Financial Group is a fee-only, fiduciary RIA providing comprehensive financial planning, implementation support, and investment management for clients in the Washington, D.C. area and beyond. It builds top-down, research-driven custom portfolios coordinated across an entire household, including 401(k)s and held-away accounts, with transparent reporting. The firm’s custodian relationships include Charles Schwab, and it is led by CFP Jill Curran, with an engineering and business analytics background.
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Owner & Executives
GILLIAN EDGAR CURRAN
Chief Compliance Officer, President
- CRD
- #4902408
- Ownership
- 75% or more
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Michele Diane Bush
--
- CRD
- #6634682
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,400,000 | $626,994 |
| Non-Discretionary | $0 | -- |
| Total | $204,400,000 | $626,994 |
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Separately Managed Accounts
Total SMA Asset: $204,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $500,145,422 | 7.7% |
| Public Funds | $720,988,855 | 11.1% |
| Cash | $2,208,434,331 | 34.0% |
| Equity - OTC | $565,099,373 | 8.7% |
| Private Funds | $2,500,727,109 | 38.5% |
| Total | $6,495,395,090 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH RIDGE | INSIGHT PIONEER | 676SOTRH0 | RIWIP | 2.24% | $44,345,106 |
| LEGACY OAK | GLACIER SUMMIT | W3ME8U3XZ | YQOCM | 12.07% | $106,690,913 |
| FOCUS VERTEX NORTH | GLACIER LEGACY | JZYHAS0OK | NTAO | 9.00% | $67,007,365 |
| EAGLE FRONTIER | EAGLE UNISON | UPRWDOFEU | HQVZH | 9.68% | $95,316,379 |
| SIGNAL FOCUS | HARBOR WAVE | U4R7I1DE4 | RTPU | 4.41% | $9,319,536 |
| QUANTUM VERTEX | UNISON ATLAS | 56JHT75B5 | LXN | 9.74% | $83,384,658 |
| LEGACY INSIGHT QUANTUM | FOCUS VERTEX | LC4FY4QQS | XJZID | 12.42% | $75,249,882 |
| GLACIER DELTA | UNISON FRONTIER | ON6TI6EZI | EDBB | 7.30% | $38,635,157 |