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PROPHET CAPITAL ASSET MANAGEMENT

AUSTIN, TX · CRD 150683 · IAPD ↗ · 512-327-9500

$4.20BRegulatory AUM
6Advisory reps
16Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — PROPHET CAPITAL ASSET MANAGEMENT reported RAUM up 61% ($3.28B -> $5.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — PROPHET CAPITAL ASSET MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.