Prosperent Capital, LLC logo

Prosperent Capital, LLC

Updated today

Client assets under management

$1,983,243

Clients

0

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Prosperent Capital provides discretionary investment management and financial planning and consulting services primarily to individuals and high-net-worth families, managing approximately $2.95 million in discretionary assets. Engagements are structured to manage client assets within designated brokerage or pension accounts and the firm does not accept custody of client funds.

The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, emphasizing low-cost, diversified, primarily passive mutual funds and ETFs while retaining the flexibility to use individual stocks and bonds and to rebalance or adjust holdings as client needs or market conditions warrant. Portfolio construction and monitoring are carried out on a discretionary basis following an initial assessment of a client’s goals, risk tolerance and financial situation.

Prosperent Capital’s business model includes a number of features that are less common among peers: it has affiliated businesses that provide accounting/tax services and sell life insurance and annuities, and those affiliates operate under common ownership with the adviser. The firm also offers non‑AUM fee arrangements (hourly, retainer, and fixed planning fees) in addition to percentage‑of‑AUM billing, and it uses a third‑party referrer/promoter arrangement that is compensated from the firm’s advisory fees.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy

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Fee options

Fixed

Financial planning fixed fees ranging from $500 to $10,000; also investment management flat fees ranging from $500 to $100,000 billed monthly

Percentage

$0 - $500,000: 1.75% annually $500,001 - $1,500,000: 1.25% annually $1,500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually

Project-based

Hourly financial planning fees ranging from $250 to $750 per hour

Subscriptions

Financial planning or consulting monthly fees from $250 to $1,000

Other

Fee-only: Financial planning or consulting services on an hourly basis ranging from $250 to $750 per hour, monthly fees from $250 to $1,000, or fixed fees from $500 to $10,000

Main office location

Prosperent Capital, LLC

185 E. Church Street

Ukiah CA 95482, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Angie G

CFP®, PFS™, Series 65

Ukiah, CA

Prosperent Capital, LLC

Angie Grainger is a CFP® and PFS™ credentialed financial advisor with 10 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience at Aspiriant, Better Life Advisors LLC, and Black Belt Financial and Insurance Services, Inc. In addition to her advisory role, she is an active certified public accountant providing accounting and tax services through Prosperent, Co. Prosperent Capital offers discretionary investment management and financial planning services to individuals, high-net-worth families, and pension accounts. The firm employs a Modern Portfolio Theory-based approach focused on low-cost, diversified investments and conducts regular portfolio monitoring and reviews. Its affiliated accounting and insurance businesses provide additional tax, accounting, and insurance services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Elisabeth E

Series 65

Huntington Beach, CA

Prosperent Capital, LLC

Elisabeth Eropkin is a financial advisor at Prosperent Capital, LLC with one year of industry experience and holds a Series 65 credential. She has worked at Prosperent Co since 2023 and previously at Reach Agency, Inc and Eropkin Enterprises Inc, where she serves as president providing business consulting and accounting services. Outside of her advisory role, she is the managing director of client services at Prosperent Co, a CPA firm. Prosperent Capital offers discretionary investment management and financial planning to individuals, high-net-worth families, and pension accounts. The firm employs a Modern Portfolio Theory-based approach with an emphasis on low-cost, diversified, primarily passive investments, and provides ongoing portfolio oversight and tailored financial planning.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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