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Prostatis Financial Advisors Group

Hanover, MDSEC-registered investment adviserCRD 132662

Filed as PROSTATIS FINANCIAL ADVISORS GROUP · Legal name Prostatis Group LLC

Prostatis Financial Advisors Group is an SEC-registered investment advisory firm in Hanover, MD, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

8 years
registered since 2018
$605,444,336
assets under management
2 arrangements
Percentage of assets, Hourly
2
disclosure items (Item 11)

Quick answers

From the filing

How is Prostatis Financial Advisors Group compensated?

On its Form ADV (Item 5.E, October 2026), Prostatis Financial Advisors Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.

How much does Prostatis Financial Advisors Group charge?

Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: $550 to $10,000 (financial planning services); Hourly rate: $350 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Prostatis Financial Advisors Group located?

Prostatis Financial Advisors Group's principal office is in Hanover, MD, according to its Form ADV; the May 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

Is Prostatis Financial Advisors Group registered with the SEC or a state?

Prostatis Financial Advisors Group is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 132662.

How much does Prostatis Financial Advisors Group manage?

Prostatis Financial Advisors Group reports $605,444,336 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

How have Prostatis Financial Advisors Group's assets and staff changed since 2021?

In the Form ADV data for Prostatis Financial Advisors Group: Regulatory assets under management: $178,951,899 in the October 2021 data and $605,444,336 in the October 2026 data, up 238%. Total employees: 9 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Prostatis Financial Advisors Group serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,437); high net worth individuals (131).

Which custodians does Prostatis Financial Advisors Group use?

Prostatis Financial Advisors Group'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 Prostatis Financial Advisors Group 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/132662

What changed in Prostatis Financial Advisors Group's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 18 to 16. Regulatory assets under management went from $508,939,132 to $605,444,336 (+19%). Added an office in Baton Rogue, LA.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

The brochure's wording
ITEM 5: Prostatis’ annual fees are based upon a percentage of assets under management not to exceed 2.00%.

Flat fee: $550 to $10,000 (financial planning services)

The brochure's wording
Clients are billed fixed fees for financial planning services that generally range from $550 to $ 10,000 based on the range and complexity of the services provided.

Hourly rate: $350 an hour (financial planning and consulting services)

The brochure's wording
Our Firm may charge clients an hourly fee for financial planning and consulting services. Clients are billed at the rate of $350 an hour.

As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$605,444,336

$605,444,336 as of October 2026, filing dated April 30, 2026.

Discretionary: $604,808,962.Non-discretionary: $635,374.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,437 Assets $360,745,555 (60%)
High net worth individuals
Clients 131 Assets $243,214,295 (40%)
Charitable organizations
Clients Fewer than 5 Assets $1,484,486 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

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

Registration and firm details

Items 1, 2, 5
Legal name
Prostatis Group LLC
Also doing business as
GAME CHANGER WEALTH, MCPHERSON FINANCIAL GROUP, PROSTATIS MANAGEMENT GROUP, SHEPHERD WEALTH SOLUTIONS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 27. Performing investment advisory functions: 16.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
10 other offices, as of the May 2026 filing
Baton Rogue, LABaton Rouge, LAFarmington Hills, MILafayette, LAMelbourne, FLMetairie, LANorth Bethesda, MDOrlando, FLScottsdale, AZTowson, MD
States registered or notice-filed
15 states or jurisdictions
AZCADEFLGAINLAMDMINCNYPASCTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 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. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$179M 2021 $273M 2022 $311M 2023 $405M 2024 $509M 2025 $605M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$605,444,33627April 30, 2026
October 2025$508,939,13218March 31, 2025
October 2024$405,004,86114March 25, 2024
October 2023$310,856,24712March 29, 2023
October 2022$273,172,93611March 9, 2022
October 2021$178,951,8999September 9, 2021

Regulatory assets under management: $178,951,899 in the October 2021 data and $605,444,336 in the October 2026 data, up 238%.

Total employees: 9 in October 2021 and 27 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 18 to 16.
    • Regulatory assets under management went from $508,939,132 to $605,444,336 (+19%).
    • Added an office in Baton Rogue, LA.
  2. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
open.spotify.com/show/1vb3IWP9q7gVMDKqz0gOnxopen.spotify.com/show/4IF5czmCbuBBuy8tLIRbRKprostatisadvisors.comprostatisfinancial.comshepherdwealthsolutions.comthesavvyinvestortv.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Prostatis Financial Advisors Group (CRD 132662): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/prostatis-financial-advisors-group-hanover-md-132662