# Prolific Solutions

> Prolific Solutions is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 322770
- Filed as: PROLIFIC SOLUTIONS
- Legal name: Redwood Advisory, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322770
- AdvisorCensus page: https://advisorcensus.com/firm/prolific-solutions-new-york-ny-322770

## Quick answers

**How is Prolific Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Prolific Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Prolific Solutions located?**
Prolific Solutions' principal office is in New York, NY, according to its Form ADV.

**Is Prolific Solutions registered with the SEC or a state?**
Prolific Solutions is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322770.

**How much does Prolific Solutions manage?**
Prolific Solutions reports $88,498,816 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Prolific Solutions' assets and staff changed since 2022?**
In the Form ADV data for Prolific Solutions: Regulatory assets under management: $0 in the October 2022 data and $88,498,816 in the October 2026 data. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prolific Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (14); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Prolific Solutions use?**
Prolific Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Prolific Solutions 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/322770

**What changed in Prolific Solutions' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $72,222,933 to $88,498,816 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $88,498,816
- Discretionary: $88,498,816
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,776,226 |
| High net worth individuals | 41 | $83,485,507 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,237,083 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prolificny.com
- Facebook @prolificsolutionsforphysicians
- LinkedIn @65849712

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | July 25, 2022 |
| October 2023 | $40,644,319 | 2 | March 30, 2023 |
| October 2024 | $65,508,315 | 2 | March 26, 2024 |
| October 2025 | $72,222,933 | 2 | March 26, 2025 |
| October 2026 | $88,498,816 | 2 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $88,498,816 in the October 2026 data.
Total employees: 1 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $72,222,933 to $88,498,816 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prolific Solutions (CRD 322770): Form ADV filing data as of October 2026.