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PROPHET EQUITY MANAGEMENT LLC

SOUTHLAKE, TX · CRD 163214 · IAPD ↗ · prophetequity.com · 817-898-1500

$0Regulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — PROPHET EQUITY MANAGEMENT LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — PROPHET EQUITY MANAGEMENT LLC reported RAUM down 36% ($94.7M -> $61.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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