Prossimo Advisors LLC
● SEC registered since 2020CRD 289347SEC# 801-118685San Luis Obispo, CA
Reg. AUM
$238.5M
Employees
4
Accounts
101
Location
San Luis Obispo, CA
Prossimo Advisors LLC assets under management
Prossimo Advisors LLC is a registered investment adviser overseen by the SEC based in San Luis Obispo, CA. The firm has been registered since 2020. It reports $238.5 million in regulatory assets under management and employs 4 people.
Prossimo Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jerry Todd Mirolla Control | Managing Director | 50-75% | 2017 |
| Katelyn Blaire Hunter Control | Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does Prossimo Advisors LLC manage?
Prossimo Advisors LLC reports $238.5 million in regulatory assets under management on its Form ADV.
How many employees does Prossimo Advisors LLC have?
Prossimo Advisors LLC reports 4 employees.
Where is Prossimo Advisors LLC located?
Prossimo Advisors LLC is based in San Luis Obispo, CA and has been SEC-registered since 2020.
Does Prossimo Advisors LLC disclose fund performance?
Prossimo Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1150 Osos Street, Suite 208, San Luis Obispo, CA 93401 |
| Phone | 805-548-2800 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.5M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$238.5Mregulatory AUM
Discretionary $238.5M