Promus Advisors
SEC RegisteredStewardship Over Salesmanship
About the firm
Promus Advisors is an award-winning wealth management firm based in Dallas, part of the Bellwether Investment Management network. Bellwether Investment Management Inc. is a North American wealth management firm with a hand-picked team of financial professionals serving families, businesses, non-profit organizations, pension plans, and foundations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, wealth planning, retirement planning, and estate planning, including tax-efficient portfolios, advanced financial planning strategies, and multigenerational wealth stewardship
Who they serve
Families of wealth, businesses, non-profit organizations, pension plans, and foundations across North America
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 6 | $901k |
| High Net Worth Individuals | 44 | $384M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 - $5,000,000 | 0.65% |
| $5,000,001 - $10,000,000 | 0.55% |
| Over $10,000,000 | 0.45% |
Data as of March 27, 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. Promus Advisors 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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