PRUDENT MAN INVESTMENT MANAGEMENT
SEC RegisteredPersonal. Transparent. Consistent. Prudent.
About the firm
Prudent Man Investment Management is an SEC registered, fee-only financial advisory firm established in 1988. They follow a disciplined and proven approach to long-term investing based on a belief in global market diversification and true asset allocation. Their mission is to deliver a positive and consistent long-term investment experience at a reasonable cost to the investor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, asset class investing, tax planning, retirement planning, corporate retirement plans, and estate, foundation and trust accounts.
Who they serve
Individual investors, retirees, and corporations seeking wealth management, retirement planning, and estate or trust account management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 137 | $65M |
| High Net Worth Individuals | 106 | $311M |
| Charitable Organizations | 3 | $14M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 16, 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. PRUDENT MAN INVESTMENT MANAGEMENT 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.
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