$238.5M Total AUM
$238.5M Disc. AUM
16.6% 3Y CAGR
4 Employees
26 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-2017
- Office Locations
- 1
Office Locations
1150 Osos Street Suite 208 SAN Luis Obispo CA
About Prossimo Advisors LLC
Prossimo Advisors is a multi-family office providing objective investment management and comprehensive planning for high net-worth individuals and families, including many business owners and entrepreneurs. The team plans, implements, and oversees tailored portfolios and wealth strategies across ETFs, public funds, fixed income, and select alternatives, with custody support including Charles Schwab.
Team overview
-- AVG AGE
$59.6M AVG AUM / ADVISOR
$9.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Fusion catalyst Pioneer zenith Radial wave Zenith Matrix quantum
Client Personas
Vital Legacy
Custodian
Momentum value Ridge
Investment Themes
Focus horizon Bridge
Investment Vehicles
Foundation Pioneer
Services
Beacon summit Catalyst Capital Vector Horizon unison Harbor timber
Owner & Executives
Katelyn Blaire Hunter
Chief Compliance Officer
- CRD
- #7117080
- Ownership
- 50% but less than 75%
(332) 381-9698
zenith.prime@pathwaycapital.com
in linkedin.com/in/atlas-atlas
JERRY TODD MIROLLA
Managing Director
- CRD
- #6136304
- Ownership
- 50% but less than 75%
(410) 326-1518
timber.glacier@pathwaycapital.com
in linkedin.com/in/insight-horizon
Showing 2 of 2 owners & executives
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P
PAUL PETER BIANCHI JR
Senior Director
- CRD
- #2869570
(833) 860-1425
timber.oak@elementcapital.com
in linkedin.com/in/north-vital
A
Ann Marie Poletti
--
- CRD
- #8051582
(588) 901-2522
insight.element@timbercapital.com
in linkedin.com/in/pioneer-bridge
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,503,090 | $2,361,417 |
| Non-Discretionary | $0 | -- |
| Total | $238,503,090 | $2,361,417 |
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Separately Managed Accounts
Total SMA Asset: $238,503,090
Equity - Exchange:
31.1% Public Funds:
10.4% Cash:
19.0% Municipal Bonds:
17.6% Private Funds:
14.7% Corporate - Investment Grade:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $734,487,520 | 31.1% |
| Public Funds | $245,616,406 | 10.4% |
| Cash | $448,722,279 | 19.0% |
| Municipal Bonds | $415,658,532 | 17.6% |
| Private Funds | $347,169,342 | 14.7% |
| Corporate - Investment Grade | $170,042,128 | 7.2% |
| Total | $2,361,696,207 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS WAVE | VECTOR SUMMIT | IIUQIYG6X | XFMIG | 1.53% | $36,231,927 |
| MOMENTUM UNISON SIGNAL | PRIME UNISON | TP74EI78L | MYOYI | 9.32% | $87,741,822 |
| FRONTIER FUSION EMBER | OPTIMA PIONEER | C6YV0XAZT | ECINV | 9.71% | $8,740,454 |
| VITAL CATALYST | MATRIX PRIME | SNCX1QG05 | WJVWK | 3.46% | $32,135,441 |
| VERTEX ZENITH MOMENTUM | FRONTIER FRONTIER | QUMZ3PE0S | XBRT | 0.82% | $95,617,230 |
| PIONEER NORTH | CREST PIONEER | TNFXXDBJ4 | RQZ | 8.50% | $4,616,226 |
| MATRIX VERTEX | SIGNAL VECTOR | 3SJAIOZWE | NEQQ | 10.34% | $64,717,367 |
| BRIDGE PATHWAY PIONEER | VALUE GLACIER | 20TX6G85V | IMB | 5.10% | $10,952,429 |