# Promethium

> Promethium is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 329565
- Filed as: PROMETHIUM
- Legal name: Promethium Advisors, LLC
- Also doing business as: PROMETHIUM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329565
- AdvisorCensus page: https://advisorcensus.com/firm/promethium-bethesda-md-329565

## Quick answers

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

**What does Promethium's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Promethium located?**
Promethium's principal office is in Bethesda, MD, according to its Form ADV.

**Is Promethium registered with the SEC or a state?**
Promethium is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329565.

**How much does Promethium manage?**
Promethium reports $235,250,991 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Promethium's assets and staff changed since 2024?**
In the Form ADV data for Promethium: Regulatory assets under management: $281,941,841 in the October 2024 data and $235,250,991 in the October 2026 data, down 17%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Promethium serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (208); individuals (other than high net worth individuals) (69); corporations or other businesses not listed above (10).

**Which custodians does Promethium use?**
Promethium's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Promethium 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/329565

**What changed in Promethium's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in FL. 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 July 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our annual fee ranges up to 1% annually and is assessed and/or charged monthly in advance, based on the value at the end of the billing period .

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.
- Fidelity Brokerage Services LLC

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: $235,250,991
- Discretionary: $235,250,991
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 69 | $11,574,410 |
| High net worth individuals | 208 | $219,082,868 |
| Corporations or other businesses not listed above | 10 | $4,593,713 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, FL, MD, NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- promethiumadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $281,941,841 | 3 | June 26, 2024 |
| October 2025 | $211,957,343 | 3 | March 28, 2025 |
| October 2026 | $235,250,991 | 4 | August 26, 2026 |

Regulatory assets under management: $281,941,841 in the October 2024 data and $235,250,991 in the October 2026 data, down 17%.
Total employees: 3 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $211,957,343 to $235,250,991 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Promethium (CRD 329565): Form ADV filing data as of October 2026.