P
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2001
- Office Locations
- 1
Office Locations
11988 Fishers Crossing Drive Suite 200 Fishers IN
About Prospero Financial Planning, LLC
Prospero Financial Planning is an Indiana-based RIA offering comprehensive financial planning via a 6-step review process, including tax planning, insurance analysis, and portfolio construction for individuals and business owners. Portfolios are implemented primarily with ETFs, with custody through Schwab (and TD Ameritrade).
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$374.9K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Atlas Insight unison
Investment Vehicles
Momentum
Services
Oak Capital Ember Fusion
Owner & Executives
C
CHARLES THOMAS SHEARMAN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2101155
- Ownership
- 75% or more
(246) 504-2762
peak.ridge@vitalcapital.com
in linkedin.com/in/focus-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,499,085 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,499,085 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,499,085
Equity - Exchange:
47.8% Cash:
52.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,463,659,766 | 47.8% |
| Cash | $1,598,389,953 | 52.2% |
| Total | $3,062,049,719 | 100.0% |