# Promus Advisors

> Promus Advisors is an SEC-registered investment advisory firm in Dallas, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 157484
- Filed as: PROMUS ADVISORS
- Legal name: Promus Asset Management, LLC
- Also doing business as: PROMUS ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157484
- AdvisorCensus page: https://advisorcensus.com/firm/promus-advisors-dallas-tx-157484

## Quick answers

**How is Promus Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Promus Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Promus Advisors located?**
Promus Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Promus Advisors registered with the SEC or a state?**
Promus Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 157484.

**How much does Promus Advisors manage?**
Promus Advisors reports $384,624,254 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (95% discretionary).

**How have Promus Advisors' assets and staff changed since 2021?**
In the Form ADV data for Promus Advisors: Regulatory assets under management: $413,008,978 in the October 2021 data and $384,624,254 in the October 2026 data, down 7%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Promus Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (6).

**Which custodians does Promus Advisors use?**
Promus Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Promus Advisors 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/157484

**What changed in Promus Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. 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
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $384,624,254
- Discretionary: $363,539,977
- Non-discretionary: $21,084,277

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $900,911 |
| High net worth individuals | 44 | $383,723,343 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- promusadvisors.com
- Facebook @promus.advisors
- LinkedIn @promusadvisors
- LinkedIn @joshjprince
- LinkedIn @jsw332

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $413,008,978 | 3 | March 24, 2021 |
| October 2022 | $432,203,745 | 2 | March 30, 2022 |
| October 2023 | $415,649,696 | 2 | March 2, 2023 |
| October 2024 | $452,431,380 | 3 | March 26, 2024 |
| October 2025 | $415,008,379 | 4 | March 20, 2025 |
| October 2026 | $384,624,254 | 6 | March 27, 2026 |

Regulatory assets under management: $413,008,978 in the October 2021 data and $384,624,254 in the October 2026 data, down 7%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Promus Advisors (CRD 157484): Form ADV filing data as of October 2026.