Investment adviser · CRD 156480
PROSPERITY CAPITAL ADVISORS
Investment adviser filing (IA)
C2P CAPITAL ADVISORY GROUP, LLC
WESTLAKE, OH, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $4.39B Form ADV · Item 5.F
- Client accounts
- 16,541 Accounts, not individual clients
- Employees
- 244 Reported in this filing
- Advisory professionals
- 98 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 | 990 | $2,091,547,342 | 47.7% |
| Individuals | 6,479 | $1,688,475,606 | 38.5% |
| Insurance companies | Fewer than 5 | $540,669,441 | 12.3% |
| Retirement plans | 29 | $32,824,646 | 0.7% |
| Corporations & businesses | 25 | $29,695,592 | 0.7% |
| Charities | 24 | $2,493,534 | 0.1% |
Filing source
Form ADV 2069026 · Mar 23, 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: Mar 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
30400 DETROIT ROAD, SUITE 201WESTLAKE, OH, 44145, United States
CRD 156480
Filing source
Form ADV 2069026 · Mar 23, 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.