Prudent Man Advisors, LLC
● SEC registered since 2019CRD 301973SEC# 801-115313Naperville, IL
Reg. AUM
$30.59B
Employees
157
Accounts
508
Location
Naperville, IL
Prudent Man Advisors, LLC assets under management
Prudent Man Advisors, LLC is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2019. It reports $30.6 billion in regulatory assets under management and employs 157 people.
Prudent Man Advisors, LLC owners & executives
31 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Timothy Swensen Control | Chief Investment Officer | Under 5% | 2025 |
| Ian Karsten Voermann Control | Chief Financial Officer | Under 5% | 2025 |
| Othneil Stockwell Waud Control | Chief Investment Officer Lgips | Under 5% | 2025 |
See all 31 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Prudent Man Advisors, LLC manage?
Prudent Man Advisors, LLC reports $30.6 billion in regulatory assets under management on its Form ADV.
How many employees does Prudent Man Advisors, LLC have?
Prudent Man Advisors, LLC reports 157 employees.
Where is Prudent Man Advisors, LLC located?
Prudent Man Advisors, LLC is based in Naperville, IL and has been SEC-registered since 2019.
Does Prudent Man Advisors, LLC disclose fund performance?
Prudent Man Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2135 Citygate Lane, 7th Floor, Naperville, IL 60563 |
| Phone | 630-657-6400 |
| Fax | 630-718-8701 |
| Office hours | 8:00 a.m. To 4:30 p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1817174 |
| Discloses disciplinary history | No |
Regulatory AUM
$30.59B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$30.59Bregulatory AUM
Discretionary $28.56BNon-discretionary $2.03B