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| Prostatis Group LLC
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|---|---|
| CRD # | 132662 |
| SEC # | 801-112501 |
| CIK # | 0001649186 |
| AUM | 605.4 M (2026-04-30) |
| Employees | 27 (59% Investors, 11% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-863-1040 |
| Address | 7580 Buckingham Blvd, Suite 180 Hanover, MD 21076 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.1 | ||
| Apple Inc | 5.4 | ||
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,437 | 360.7 |
| (b) Individuals (high net worth individuals) | 131 | 243.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,806 | 605.4 |
| By Discretionary | ||
| Discretionary | 3,799 | 604.8 |
| Non-Discretionary | 7 | 0.6 |
| Total | 3,806 | 605.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.4 | |
| Total | 3,806 | 605.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001649186] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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