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PROPHET EQUITY MANAGEMENT II LLC

SOUTHLAKE, TX · CRD 170614 · IAPD ↗ · prophetequity.com · 817-898-1500

$171.4MRegulatory AUM
7Advisory reps
8Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — PROPHET EQUITY MANAGEMENT II LLC reported RAUM down 28% ($236.9M -> $171.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — PROPHET EQUITY MANAGEMENT II LLC grew from 4 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.