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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Eagle signalNorth +more
- Established Date
- 10-12-2004
- Office Locations
- 5
Office Locations
About Prostatis Financial Advisors Group
Prostatis Financial Advisors Group is a fiduciary retirement planning firm focused on pre-retirees and retirees, pairing tax and estate planning with income planning and portfolio reviews (401(k) X-Ray, Income Analyzer). The team emphasizes diversified, conservative long-term asset allocation and primarily uses ETFs in managed portfolios. Demand is supported by “The Savvy Investor” weekly radio show; meetings are available by phone/Zoom (min $500k).
Team overview
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Owner & Executives
MICHAEL ANTHONY CANET
Chief Compliance Officer, Financial Planner
- CRD
- #2969136
- Ownership
- Less than 5%
RYAN C HERBERT
MANAGING DIRECTOR
- CRD
- #5123953
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDREW STERLING ASHTON
Financial Planner
- CRD
- #2437849
Brian Canet
Analyst
- CRD
- #6951530
Horizon momentum
Harbor legacy momentum
- CRD
- #77488
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $604,808,962 | $159,202 |
| Non-Discretionary | $635,374 | $90,768 |
| Total | $605,444,336 | $159,076 |
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Separately Managed Accounts
Total SMA Asset: $605,444,336
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,762,125,217 | 44.5% |
| Equity - Exchange | $2,575,914,528 | 41.5% |
| Cash | $868,983,214 | 14.0% |
| Total | $6,207,022,959 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN HORIZON TIMBER | EMBER CREST | UCAHSSLS0 | LSHY | 6.16% | $15,602,088 |
| OPTIMA TIMBER | DELTA ALPHA | DS0618GEO | NEOVI | 4.93% | $48,235,677 |
| GLACIER MOMENTUM | NORTH FRONTIER | 1D6W1C77V | ZGJYB | 6.12% | $26,077,104 |
| RIDGE MATRIX MOMENTUM | SIGNAL MERIDIAN | GCBX094N8 | SDCC | 8.02% | $81,509,006 |
| LEGACY BRIDGE | MERIDIAN WAVE | TUAGBV71C | RYUSQ | 10.85% | $37,999,615 |
| BRIDGE DELTA | VERTEX CREST | BAW5SVSOK | ZOK | 11.03% | $90,097,852 |
| RADIAL ZENITH VALUE | FOUNDATION FOUNDATION | 4N0O4OXD9 | BLJQT | 8.70% | $78,099,271 |
| FUSION BRIDGE RADIAL | FUSION ELEMENT | Z1FTOT0LK | COX | 4.09% | $93,281,280 |