PROPHET CAPITAL ASSET MANAGEMENT

303 Colorado Street
Ste 2050
Austin, Texas 78701
Tel: 512-327-9500

About PROPHET CAPITAL ASSET MANAGEMENT

PROPHET CAPITAL ASSET MANAGEMENT, formally registered with the SEC as PROPHET CAPITAL ASSET MANAGEMENT. The firm was established in 08/24/2009. They have over 2 offices throughout the country.

PROPHET CAPITAL ASSET MANAGEMENT is a Austin, Texas based Financial Planning firm with nearly $2,774,916,204 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150683
SEC#	801-70461
Assets Managed by Firm	$2,774,916,204
No. of Clients	21
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$2,774,916,204
Charitable organizations	Fewer than 5 clients	$43,547,188
Corporations or other businesses	Fewer than 5 clients	$1,187,441

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