# Prosperity - an Eisneramper Company

> Prosperity - an Eisneramper Company is an SEC-registered investment advisory firm in Owings Mills, MD, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 133777
- Filed as: PROSPERITY - AN EISNERAMPER COMPANY
- Legal name: The Prosperity Consulting Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Owings Mills, MD
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133777
- AdvisorCensus page: https://advisorcensus.com/firm/prosperity-an-eisneramper-company-owings-mills-md-133777

## Quick answers

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

**How much does Prosperity - an Eisneramper Company charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $550 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Prosperity - an Eisneramper Company located?**
Prosperity - an Eisneramper Company's principal office is in Owings Mills, MD, according to its Form ADV; the September 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Prosperity - an Eisneramper Company registered with the SEC or a state?**
Prosperity - an Eisneramper Company is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 133777.

**How much does Prosperity - an Eisneramper Company manage?**
Prosperity - an Eisneramper Company reports $5,038,680,517 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Prosperity - an Eisneramper Company's assets and staff changed since 2021?**
In the Form ADV data for Prosperity - an Eisneramper Company: Regulatory assets under management: $334,613,485 in the October 2021 data and $5,038,680,517 in the October 2026 data, up 1406%. Total employees: 13 in October 2021 and 82 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prosperity - an Eisneramper Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,374); high net worth individuals (995); corporations or other businesses not listed above (19).

**Which custodians does Prosperity - an Eisneramper Company use?**
Prosperity - an Eisneramper Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.

**Does Prosperity - an Eisneramper Company report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133777

**Does Prosperity - an Eisneramper Company state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "Prosperity generally requires a $500,000 minimum account size for investing with us."

**What changed in Prosperity - an Eisneramper Company's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 56 to 60. Regulatory assets under management went from $3,195,898,263 to $5,038,680,517 (+58%). Changed its office addresses in Pasadena, CA. Registered or notice-filed in MO. 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)

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: $500,000

> Prosperity generally requires a $500,000 minimum account size for investing with us.

- Hourly rate: $550 an hour (financial planning services)

> Depending on the complexity of the financial plan and needs of the client, our hourly fees for financial planning services are up to $550.00 per hour (min. 1 hour).

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

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: $5,038,680,517
- Discretionary: $5,029,899,584
- Non-discretionary: $8,780,933

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,374 | $741,395,054 |
| High net worth individuals | 995 | $4,230,689,217 |
| 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) | 10 | $6,880,324 |
| Charitable organizations | 14 | $24,835,107 |
| 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 | 19 | $34,880,815 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 82 total, 60 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133777

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boston, MA
- Fort Lauderdale, FL
- Fort Myers, FL
- Iselin, NJ
- La Jolla, CA
- Minneapolis, MN
- Mount Laurel, NJ
- New York, NY
- Pasadena, CA
- Philadelphia, PA
- Raleigh, NC
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- eisneramper.com/services/wealth-management/prosperityea
- prosperityconsult.com
- prosperityea.com
- LinkedIn @prosperityea
- YouTube @EisnerAmper

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $334,613,485 | 13 | September 13, 2021 |
| October 2022 | $386,084,966 | 16 | February 10, 2022 |
| October 2023 | $406,752,762 | 11 | September 12, 2023 |
| October 2024 | $1,067,790,947 | 38 | September 18, 2024 |
| October 2025 | $2,913,821,221 | 51 | May 7, 2025 |
| October 2026 | $5,038,680,517 | 82 | August 28, 2026 |

Regulatory assets under management: $334,613,485 in the October 2021 data and $5,038,680,517 in the October 2026 data, up 1406%.
Total employees: 13 in October 2021 and 82 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 56 to 60.
- Regulatory assets under management went from $3,195,898,263 to $5,038,680,517 (+58%).
- Changed its office addresses in Pasadena, CA.
- Registered or notice-filed in MO.
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Changed its office addresses in Boston, MA.
- Changed its office addresses in Minneapolis, MN.
- Registered or notice-filed in OK.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Added an office in La Jolla, CA.

### December 2025
- Employees performing advisory functions went from 46 to 56.
- Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).
- Registered or notice-filed in ME, OR, RI, UT, VT, WV.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prosperity - an Eisneramper Company (CRD 133777): Form ADV filing data as of October 2026.