Prometheus Capital Management Corp.
SEC RegisteredLighting your way, enriching your life.
About the firm
Prometheus Capital Management is an independent financial planning firm that strategically partners with clients to help them achieve their life goals. Privately owned and registered with the SEC, the firm serves clients across many states and has assembled a team of Certified Financial Planner™ professionals who provide personalized services and solutions. The firm was established in 1994 in Bucks County, Pennsylvania.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, investment advice, and insurance services including retirement plans, tax plans, 401(k) and 403(b) planning, college plans, estate plans, profit sharing plans, various IRA types, brokerage accounts, bonds, stocks, government securities, variable annuities, disability income insurance, life insurance, and long-term-care insurance.
Who they serve
Individuals, particularly those who are retired or approaching retirement, served across many states; many clients have trusted the firm for over 15 years.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 91 | $27M |
| High Net Worth Individuals | 177 | $368M |
| Charitable Organizations | 1 | $2.4M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Prometheus Capital Management Corp. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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