# Prodigy Asset Management LLC

> Prodigy Asset Management LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 106457
- Filed as: PRODIGY ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106457
- AdvisorCensus page: https://advisorcensus.com/firm/prodigy-asset-management-llc-omaha-ne-106457

## Quick answers

**How is Prodigy Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prodigy Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Prodigy Asset Management LLC located?**
Prodigy Asset Management LLC's principal office is in Omaha, NE, according to its Form ADV.

**Is Prodigy Asset Management LLC registered with the SEC or a state?**
Prodigy Asset Management LLC is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 106457.

**How much does Prodigy Asset Management LLC manage?**
Prodigy Asset Management LLC reports $2,435,740,783 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**How have Prodigy Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Prodigy Asset Management LLC: Regulatory assets under management: $2,052,864,858 in the October 2021 data and $2,435,740,783 in the October 2026 data, up 19%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prodigy Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); charitable organizations (22); individuals (other than high net worth individuals) (18).

**Which custodians does Prodigy Asset Management LLC use?**
Prodigy Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does Prodigy Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106457

**Does Prodigy Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "Generally speaking, this results in an initial minimum requirement of $3 million of investable assets. Under certain situations this minimum may be waived."

**What changed in Prodigy Asset Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $2,129,480,221 to $2,435,740,783 (+14%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> Generally speaking, this results in an initial minimum requirement of $3 million of investable assets. Under certain situations this minimum may be waived.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,435,740,783
- Discretionary: $2,435,740,783
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $6,242,362 |
| High net worth individuals | 52 | $388,927,810 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $75,255,148 |
| Charitable organizations | 22 | $1,942,529,057 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $22,786,406 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1993 (33 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prodigyllc.com
- LinkedIn @prodigy-asset-mgt-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,052,864,858 | 8 | August 27, 2021 |
| October 2022 | $3,654,148,109 | 9 | March 14, 2022 |
| October 2023 | $3,393,279,476 | 9 | June 20, 2023 |
| October 2024 | $3,360,649,795 | 9 | June 27, 2024 |
| October 2025 | $2,129,480,221 | 9 | June 27, 2025 |
| October 2026 | $2,435,740,783 | 9 | June 25, 2026 |

Regulatory assets under management: $2,052,864,858 in the October 2021 data and $2,435,740,783 in the October 2026 data, up 19%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $2,129,480,221 to $2,435,740,783 (+14%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prodigy Asset Management LLC (CRD 106457): Form ADV filing data as of October 2026.