Prostatis Group Llc
- Regulatory AUM
- $605M
- Discretionary
- $605M
- Clients
- 1,568
- Avg AUM / client
- $386K
- Accounts
- 3,806
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,437 | $361M | 59.6% |
| High net worth individuals | 131 | $243M | 40.2% |
| Charitable organizations | Fewer than 5 clients | $1.5M | 0.25% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Canet | Managing Member/Chief Compliance Officer | Oct 2003 (23y) | 50% – 75% | |
| Ryan C Herbert | Member | Jan 2018 (9y) | 25% – 50% | |
| Andrew Sterling Ashton | Registered representative | Nov 2018 (8y) | ||
| Arthur Roy Mcpherson | Registered representative | Feb 2019 (7y) | ||
| Lawrence Kiely | Registered representative | Oct 2021 (5y) | ||
| Jerry Eugene Linebaugh | Registered representative | Dec 2022 (4y) | ||
| Vanessa Lynn Pruett Urie | Registered representative | Oct 2023 (3y) | ||
| Christian David Mcpherson | Registered representative | CFP | Jun 2024 (2y) | |
| Ashley Elizabeth Michelli | Registered representative | Jul 2024 (2y) | ||
| Andrew L Duckworth | Registered representative | Jul 2024 (2y) | ||
| Travis Patrick Shepherd | Registered representative | Oct 2024 (2y) | ||
| Erik Tyr Margetts | Registered representative | Nov 2024 (2y) | ||
| Katherine Marie Groce | Registered representative | Jan 2025 (2y) | ||
| Kimberly Anne Owen | Registered representative | CFP | Jan 2025 (2y) | |
| Brian Canet | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE FIRM SERVICED APPROXIMATELY TEN (10) VIRGINIA CLIENTS WITHOUT BEING PROPERLY REGISTERED IN THE COMMONWEALTH OF VIRGINIA. Status: Final Sanction Detail: AGREED TO READ, REVIEW AND NOT VIOLATE THE VIRGINIA SECURITIES ACT OR ASSOCIATED RULES IN THE FUTURE AND BECOME FAMILIAR WITH THE REQUIREMENTS OF PROVIDING INVESTMENT ADVISORY SERVICES WITHIN THE COMMONWEALTH OF VIRGINIA. Summary: THE FIRM HAS NOTICE FILED IN THE COMMONWEALTH OF VIRGINIA.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $373M (62% of AUM) Apr 2026
- Fidelity Brokerage Services $232M (38% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗