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PROSPERITY CAPITAL ADVISORS
C2P CAPITAL ADVISORY GROUP, LLC
CRD 156480 · SEC 801-72187
30400 DETROIT ROAD, SUITE 201, WESTLAKE, OH, 44145, United States
Phone
888-240-0064
Fax
440-848-8656
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.39B
Discretionary AUM
$4.39B
Team
244 total employees; 98 advisory reps; 299 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6479 | $1.69B |
| High net worth individuals | 990 | $2.09B |
| Pension/profit sharing plans | 29 | $32.8M |
| Charitable organizations | 24 | $2.5M |
| Insurance companies | 1 | $540.7M |
| Corporations/business entities | 25 | $29.7M |
States served
AL, AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD