Investment adviser · CRD 133777
PROSPERITY - AN EISNERAMPER COMPANY
Investment adviser filing (IA)
THE PROSPERITY CONSULTING GROUP, LLC
OWINGS MILLS, MD, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $5.04B Form ADV · Item 5.F
- Client accounts
- 7,473 Accounts, not individual clients
- Employees
- 82 Reported in this filing
- Advisory professionals
- 60 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 995 | $4,230,689,217 | 84.0% |
| Individuals | 1,374 | $741,395,054 | 14.7% |
| Corporations & businesses | 19 | $34,880,815 | 0.7% |
| Charities | 14 | $24,835,107 | 0.5% |
| Retirement plans | 10 | $6,880,324 | 0.1% |
Filing source
Form ADV 2126728 · Aug 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10065 RED RUN BOULEVARD, SUITE 200OWINGS MILLS, MD, 21117, United States
CRD 133777
Filing source
Form ADV 2126728 · Aug 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.